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40 minutes | Sep 23, 2020
The Alternative View on Wealth Episode 1
Caliber Vice President of Investments Greg Talcott tackles wealth management strategies with guest Dominic Zamora in this 30-minute podcast. Zamora is a principal at Clifton Larson Allen, an accounting firm that services high net-worth individuals and businesses. Here, the two discuss the effects of COVID-19 and the 2020 election on client investment strategies and how to leverage opportunity zones. Learn more about your ad choices. Visit megaphone.fm/adchoices
0 minutes | Sep 23, 2020
Trailer - The Alternative View on Wealth - Tax Planning for 2020
Learn more about your ad choices. Visit megaphone.fm/adchoices
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