Andrea Schaffer - Tax-Smart Investing: Strategies to Minimize Tax Burden and Grow Wealth
Standard Deviations with Dr. Daniel Crosby · Dr. Daniel Crosby
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Show Notes
Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession.
She joins us today to talk about opportunity zones, including:
• What is an opportunity zone anyway?
• From a social responsibility standpoint, why might OZ make sense?
Join us to learn more about one of the hottest topics in investing.