152. 10 Tax Planning Strategies for High Net Worth Individuals
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give a quick market update. They also talk about 10 tax planning strategies for high-net-worth individuals. Podcast Episodes Referenced:- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It- Ep 81: What is tax loss harvesting?YouTube Videos to Reference:- Does inheritance count as income?- Asset Protection for High Net WorthLearn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping…
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