Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Sidestepping Year-End Financial Pitfalls with Pat Runyen
Manage episode 276337357 series 2777817
Content provided by Charles P. Boinske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles P. Boinske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On episode 15 of The Wealth Cast, Charles talks with colleague and partner Pat Runyen about year-end financial planning. They cover pro forma tax returns, the CARES Act, loan refinancing, charitable giving, estate planning, and more. Pat stresses the importance of anticipating both current events and potential future changes in tax law in order to maximize the benefits to you.
Get the full show notes and more resources at TheWealthCast.com
37 episodes
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Manage episode 276337357 series 2777817
Content provided by Charles P. Boinske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles P. Boinske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On episode 15 of The Wealth Cast, Charles talks with colleague and partner Pat Runyen about year-end financial planning. They cover pro forma tax returns, the CARES Act, loan refinancing, charitable giving, estate planning, and more. Pat stresses the importance of anticipating both current events and potential future changes in tax law in order to maximize the benefits to you.
Get the full show notes and more resources at TheWealthCast.com
37 episodes
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Similar to The Wealth Cast
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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continue reading
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