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Wednesday · May 20, 2026
Mariner: Got Five Minutes To Get Your Clients Ahead Of 2021?

Mariner: Got Five Minutes To Get Your Clients Ahead Of 2021?

Mariner Wealth Advisors does a great weekly video Q&A where they interact with advisors to resolve concerns and provide a little coaching.

This week's episode brings Cramer Soebbing and Brian Leitner to discuss considerations for tax planning and answer the following question: “Year-end 2020 tax planning: What should I be considering?”

It's worth five minutes of your time. You can see it HERE or reach out to Mariner yourself via the VIP Messenger.

 

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