11 minutes | Jan 28th 2020

Taxes in Ten: Pat Daly - Year-End Planning

In our first episode, Citrin Cooperman’s High Net Worth Individuals practice leader Pat Daly joins Tax Practice Leader Joe Buble as they talk about Year-End Tax Planning for Individuals. Their conversation touches on: The changes to the mortgage interest expense deduction Planning strategies with the new state and local tax deduction cap Changes to charitable deductions
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