Tom Dickson Interview with Scott Bishop – Estate Planning Changes Part 1

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 Addressing Big Changes to Estate Planning.

 

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Please read important disclosures here