Show notes
While the current environment presents numerous challenges, there are also a number of advantageous income and estate tax strategies that are now available. In addition, many individuals are reassessing their personal and financial priorities. In this podcast, you will hear two award-winning experts highlight key financial and wealth transfer tax strategies to help listeners take control of their finances.
Panelists:
Jody R. King, JD, CPA, Director of Financial Planning at Fiduciary Trust
Stacy K. Mullaney, JD, Chief Fiduciary Officer at Fiduciary Trust
