Making Cents

03. Why High-Net-Worth Families Need Proactive Tax Planning with Bill Clement

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Are you treating tax planning as a once-a-year headache instead of a year-round wealth-building strategy?

In this episode of Making Cents, host John Napolitano sits down with Bill Clement, Managing Partner of South Coast Financial Partners, to discuss why high net worth families need to integrate tax planning into every aspect of their financial planning. Forget the stereotypical approach of scrambling in April—this conversation dives into the proactive strategies that help you maximize opportunities and minimize surprises.

As you listen, you’ll discover:

  • Key items to focus on throughout the year
  • How strategic Roth conversions look different for wealth preservation
  • The key considerations when gifting business shares, discounting valuations, and planning for the next generation
  • The real facts about changing your state domicile to reduce tax burdens

    • This episode will change the way you think about tax planning and how it fits into your long-term financial strategy. Tune in now and start making smarter decisions that keep your wealth working as hard as you do.

    Key Soundbites

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    Key Links
    • Napier Financial - https://napierfinancial.com
    • John Napolitano’s LinkedIn - https://www.linkedin.com/in/johnpnapolitano/ 
    • Bill Clement’s LinkedIn - https://www.linkedin.com/in/billclementcpa/ 
    • South Coast Financial Partners - https://southcoastfp.com/about-us/

      • Podcast produced and distributed by Evergreen Financial Marketing https://www.evergreenfm.com/

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      Making CentsBy Napier Financial