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Podcast: Legal + Wealthyâ„¢
Episode: Beat The Clock! Tax Smart Wealth Strategies Lawyers Need Now
Description:
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Don’t wait to protect the wealth you’re building! Year end is quickly approaching.
In this Legal + Wealthy episode, host Lauren Klein, Esq. along with our special Guest Erik Brenner, CFP break down why wealth preservation requires entirely different strategies than wealth building. Learn the optimal timing for Roth conversions, tax-efficient charitable giving tactics, and how these strategic moves can save you thousands in taxes over your lifetime.
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Erik Brenner is a Certified Financial Planner with over 30 years of experience specializing in high-net-worth individuals, pre-retirees, business owners, and professionals. As CEO of...