On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Jordan Sute, CFP, from Sute CPAs. Jordan has been a guest on our podcast many times. She is joining us to talk about the cost of inheriting wealth, estate tax, and opportunities to avoid it.
Podcast Episodes Referenced:
- Episode 117: What is Generational Wealth and How Do You Preserve It?
- Episode 83: Commonly Missed Tax Deductions for Business Owners
- Episode: 57: Opportunities Missed on Tax Returns
YouTube Videos Referenced:
- Ways Businesses Can Reduce Taxes and Plan Ahead
- How to Stay Wealthy During Retirement
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This podcast was produced by Wiser Wealth Management. Thanks for listening!