Tax Bracket Management and Estate Planning

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Real Wealth® welcomes back Ed Slott, CPA, for “Part 2.” Ed lectures throughout the country, teaching advisors, attorneys and other CPAs awesome concepts to save their clients’ money on their taxes. This episode, he concentrates on tax bracket management, and also gives some compelling reasons why estate tax planning is still important even if your clients aren’t affected by today’s estate tax laws.

To share with your clients:

Are you aware of the five new and returning stealth taxes? They could make a huge difference in what you pay in taxes compared to previous years. Join Real Wealth® for “Part 2” with Ed Slott to discuss the stealth taxes and an update on critical estate planning considerations.

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