Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
The Fire Victims Trust
The book was written to help people who were getting large windfalls from a fire victim trust. The problem is, the folks that we would want to be working with tend to arty either have a tax adviser or financial adviser and they're lready covered. "It just kind of irks me a little bit that, you know, another professional is just kind of grabbing information and leveraging it to charge their clients sothe"
Transcript
Play full episode
