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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 
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  2. Opportunities Within Your Tax Return: Maximizing Benefits and Savings

Opportunities Within Your Tax Return: Maximizing Benefits and Savings

Jun 29, 2024

In this episode, Karl Eggerss and his special guest Casey Keller, CFA, delve into the essential strategies for maximizing your tax benefits and saving money. They uncover hidden deductions, credits, and tips that can make a significant impact on your financial health. Whether you're filing as an individual, a business owner, or a freelancer, this episode will equip you with the knowledge to optimize your tax return and ensure you're not leaving money on the table. 

Topics discuss on this podcast:

  • Tax Returns
  • Tax Planning & Strategy
  • Financial Planning

For more information, go to https://www.creatingricherlives.com

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