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Podcast: The Influential Advisor
Episode: 047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan
Description: In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In our conversation, we also discuss our anticipation for the upcoming Elite Growth Academy in San Diego. Jim 's JourneyFrom Corporate Law to Tax Mastery: Jim started his career focused on corporate law but soon found his passion in estate planning...