New Taxes Require a New Approach

[Steve Savant]

The vast majority of financial planners know the tax law changes that have occurred over the last quarter century. But are we using the old tax methodologies to manage today's taxation? That was then. This is now. It's no longer just about exemptions, deductions and credits. It's about adding tax-advantaged products to create more spendable income for our clients. Nationally recognized product taxation expert Ken Davis CLU, ChFC, CFP, CPA on Let's Get Down to Business, featuring the series, New Tax-Reduction Strategies.

New taxes require a new approach | New Tax-Reduction Strategies - YouTube

 

[cnguyen84]

Interesting. Thanks!