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Case Study: Planning for Changes on the Horizon
Manage episode 442973914 series 12842
Text us your financial questions!
Original Air Date: September 28, 2024
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Read the Article: https://www.henssler.com/estate-and-tax-planning-in-a-changing-political-landscape
399 episodes
Manage episode 442973914 series 12842
Text us your financial questions!
Original Air Date: September 28, 2024
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Read the Article: https://www.henssler.com/estate-and-tax-planning-in-a-changing-political-landscape
399 episodes
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