Episode 14: Strategic Tax Planning with Reverse Mortgages feat. David Gittelson
The Growth Minded Accountant
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The Growth Minded Accountant
Episode 14: Strategic Tax Planning with Reverse Mortgages feat. David Gittelson
Jun 02, 2022 Season 2 Episode 4
Lee Reams II from CountingWorks PRO

Changes in the tax code and our population's demographics have made reverse mortgages more appealing than ever before. In this episode Lee Reams II, founder and CEO of CountingWorks PRO, is joined by David Gittelson of Finance of America as they discuss the best strategies for tax planning with reverse mortgages.

Are you a tax pro interested in learning more? Check out our free webinar, Enhancing Retirement Through a Reverse Mortgage - 1 Hour CPE.