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Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217
Manage episode 457142124 series 2869585
Konten disediakan oleh Dale Buckner. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dale Buckner atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
This week on The Dale Buckner Podcast, John Kletchka, CPA, joins Dale once again to discuss legacy tax planning. John Kletchka gives his insight into the world of tax planning when it comes to developing a legacy plan. Tune in this week to hear John and Dale discuss the different ways that you can lower taxes when planning your legacy, such as Roth conversions, charitable donations, trusts, and more.
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