Shares

Ep. 21: A Deep Dive Into Tax-Informed Planning


Listen Later

Michael Finke, PhD, CFP® joins Alan Gassman, JD, LLM, AEP® — one of the many thought leaders from The College's new Tax Planning Certified Professional™ (TPCP™) Program — for an in-depth discussion of tax law and planning, as well as the impacts tax can have on all stages of a client’s life. They examine the connections between taxes and family expenses, small business growth, retirement and legacy planning, and more to show how tax-informed planning can take your practice to the next level.

Find all episodes now at TheAmericanCollege.edu/Shares.

...more
View all episodesView all episodes
Download on the App Store

SharesBy The American College of Financial Services

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings


More shows like Shares

View all
The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

468 Listeners