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Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones (EP.120)

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Manage episode 378742367 series 3280613
Content provided by Peter Lazaroff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Lazaroff or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

  continue reading

133 episodes

Artwork
iconShare
 
Manage episode 378742367 series 3280613
Content provided by Peter Lazaroff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Lazaroff or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

  continue reading

133 episodes

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