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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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!