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Episode 4: Let’s Talk Taxes
Manage episode 412661758 series 3564795
Contenido proporcionado por The American College of Financial Services. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The American College of Financial Services o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In celebration of Tax Day, we commemorate the occasion with an episode dedicated to all things taxes – including one of the top minds in tax planning today.
Join our host Michael Finke, PhD, CFP® and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™, Chief Planning Officer at Buckingham Wealth Partners, for a detailed conversation on what financial advisors get right and wrong when thinking about tax planning, as well as key strategies to help your clients keep more of their hard-earned money.
Learn more and find all episodes at TheAmericanCollege.edu/Podcasts.
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