Want to create an interactive transcript for this episode?
Podcast: The Confident Retirement
Episode: Secret Systems to Strategic Planning
Description: Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement. Bruce is focused on creating partnerships with his clients; his specialties include tax minimization, comprehensive and ongoing wealth and tax guidance as well as legacy planning and transition management for individuals and business owners. To reach those goals, Bruce and his team invest in thoroughly understanding each client’s bu...