Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55)
There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president…
Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA (Ep. 35)
In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth.