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Hilltop Views: Tax Planning in Action

Welcome back to our series “Uncertain Seas: Navigating 2021 Tax Reform.” Today David Wise demonstrates how we use two of our planning tools, eMoney and Holistiplan, to help you steer your financial ship through changing tax waters.

Wise Financial Decisions, Hilltop Views VideosBrittany BrinckerhoffOctober 14, 2021Hilltop Wealth Advisors
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Hilltop Views: A Case Study in Roth Conversions

Wise Financial Decisions, Hilltop Views VideosBrittany BrinckerhoffOctober 22, 2021Hilltop Wealth Advisors
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Hilltop Views: Tax Preparation vs. Tax Planning

Wise Financial Decisions, Hilltop Views VideosBrittany BrinckerhoffOctober 8, 2021Hilltop Wealth Advisors

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