Synopsis
Interviews with professionals in regard to tax and investment planning ideas
Episodes
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2013 Year in Review and 2014 Economic Outlook
28/01/2014 Duration: 22minDisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved. These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences
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Social Security Planning Strategies
17/01/2014 Duration: 26minDisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved. These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences
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Affordable Care Act 101: What You Need To Know
21/11/2013 Duration: 25minDisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved. These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences
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401 k: Info for Participants
01/11/2013 Duration: 28minDisclaimerTopics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved. These opinions are general in nature and not designed to provide specific investment advice to individuals.Investors should not make investment decisions based exclusively on the material discussed on this call.CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences
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4th Qt, 2013 Stock, Bond & Economic Outlook
22/10/2013 Duration: 23minDisclaimer Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation. The views expressed in this talk are solely the opinions of the speakers involved. These opinions are general in nature and not designed to provide specific investment advice to individuals. Investors should not make investment decisions based exclusively on the material discussed on this call. CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences