• Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung

  • 2024/12/23
  • 再生時間： 33 分
  • ポッドキャスト

Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung

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  • This is a throwback to one of our most popular episodes from last year—because who doesn’t love a good discussion about Roth conversions? In this episode, Financial Advisor and podcast host Larry Sprung of Mitlin Financial joined Steven on the show to talk about what tax planning looks like in his practice. Larry shared how he gets his team involved, the things he is on the lookout for to identify tax planning opportunities, and why he feels taxes are so important. Steven and Larry also discuss using tax planning to help build relationships with CPAs and deliver value to clients.

    https://zurl.co/QZOtB
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あらすじ・解説

This is a throwback to one of our most popular episodes from last year—because who doesn’t love a good discussion about Roth conversions? In this episode, Financial Advisor and podcast host Larry Sprung of Mitlin Financial joined Steven on the show to talk about what tax planning looks like in his practice. Larry shared how he gets his team involved, the things he is on the lookout for to identify tax planning opportunities, and why he feels taxes are so important. Steven and Larry also discuss using tax planning to help build relationships with CPAs and deliver value to clients.

https://zurl.co/QZOtB
続きを読む 一部表示

Throwback: "You did a Roth conversion for how much!?!" with Larry Sprungに寄せられたリスナーの声

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