2024: A Pivotal Year for Taxes
On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.
Rethink Your Money · Creative Planning, John Hagensen, Ben Hake
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Show Notes
On this week’s episode, we welcome back Creative Planning’s Director of Tax Services, Ben Hake, to share essential last-minute tax insights as we wrap up this pivotal tax year. Plus, we explore how having your advisor and CPA collaborating under the same roof is a compelling differentiator when it comes to your financial plan.