• Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217

  • 2024/12/23
  • 再生時間： 39 分
  • ポッドキャスト

Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217

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  • 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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あらすじ・解説

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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