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Published on: 09/27/2021

Tom Dickson Interview with Scott Bishop Estate Planning Changes Part 3

Scott Bishop, MBA, CPA/PFS, CFP has been tracking potential tax law legislation that may impact your portfolio and your financial plan.  After writing several tax policy related articles, most recently his Tax Update – August 21 – Democrat Reconciliation and Human Infrastructure Deal, Scott was interviewed for a series of videos on tax planning.  Please check out this one on Timely Ideas for a Back-Door Roth IRA Conversion.

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