Integrating for Success
Small town values and downtown expertise in your favourite professional services firm. Integrating accounting, wealth management and consulting solutions to optimize your business.
Integrating for Success
Tax Planning for Your Estate with a Tax Partner
This episode is, admittedly, sobering as we have to face what things would look like when we're gone. Tim Bridge, CPA, CPA takes us through some of the common pitfalls and issues, as well as areas where you can get ahead when it comes to estate and tax planning.
If estate and tax planning is something you haven't gone through yet, I think you'll be surprised to learn how you might be able to maximize your estate value, if that's something you want to do.
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