In our very first episode, we sit down with Jason Werner of Werner Financial to talk about the power or pairing strategic financial planning with specialty tax strategies.  Jason brings his signature energy and insights as we dig into how thoughtful planning can unlock major opportunities for clients. 

If you've ever wondered whether your financial plan is missing a critical piece, this is the episode to start with!

You've been listening to the Tax Savvy Specialty Tax Podcast: real business stories, engaging guest experts, and practical tax strategies, all designed to help you keep more money in your pocket. Subscribe now to catch every episode.