Tax Changes Are Coming – What Financial Advisors Need to Know

On this episode of the Ready, Set, Grow podcast, Drew and Chris dive into the crucial role of tax planning for financial advisors and their clients. With upcoming tax changes on the horizon and the impact of the Connolly decision, they break down what advisors need to know to stay ahead.

From tackling estate tax increases to maximizing the benefits of Roth conversions, they share proactive strategies to help you navigate the shifting tax landscape. Plus, they explore how teaming up with partners like Stonewood Financial can elevate your tax planning services and benefit your clients.

Chapters
00:00 - The Importance of Tax Planning
10:07 - Navigating the Changing Tax Landscape
20:11 - The Connolly Decision and Its Implications
21:40 - Leveraging Partnerships for Effective Tax Strategies

Timestamps:

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