Episode 120
Crucial Year-End Tax and Estate Planning Strategies with Plancorp's Susan Jones (EP.120)
The Long Term Investor · Peter Lazaroff
October 4, 202331m 5s
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Show Notes
The time for year-end tax and estate planning is now, and this year it's particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp's Susan Jones, JD, CFP joins the show to explain these important planning opportunities that deserve your attention before the end of the year.
Listen now and learn:
- The role tax projections play in long-term financial planning
- Multi-year planning opportunities for retirees, people with stock options, and business owners
- Potential impact of changing tax laws on the horizon
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