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News Podcast

Is there anything you need to do for your business before year end?

In this podcast Matt DiFrancesco reviews the different avenues out there for business owners to tap into and some of the planning you should do before the end of the year. Matt also focuses on where you stand and how to develop strategies for the current year.

In this episode, you will learn:

  • What current year strategies you can implement
  • How having a qualified plan can help at year end
  • What a restricted trust property program is
  • How you can maximize your contribution plan
  • And more!

Tune in to see if there are any ways that you can reduce your current year tax liability and plan for next year.

Resources: DiFrancesco Virtual Family Office

 

 

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Have a question? Send us a message.

High Lift Financial

2150 Hillholm Street
Johnstown, PA 15905

Office: 814-201-5855
Toll-Free: 855- 804-3548
Fax: 855-804-3547
matt@highliftfin.com

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All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.
 
High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

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