Show Notes

CPA Judy Carlson joins Nemo Radio to share how YOU can leverage the same 107 year old tax code secrets used by the world's wealthiest individuals to ensure you maximize your wealth planning now and in the future!

In a wide ranging discussion, Judy also shares how she uses genuine relationship-building strategies to win clients in her high trust industry, along with the massive financial mistakes she finds far too many individuals and business owners making when it comes to retirement planning, tax savings and much more.

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Connect with Judy on LinkedIn: https://www.linkedin.com/in/judycarlsonfinancialadvisor/

Visit Judy's Website: https://coramdeofinancial.com/

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