Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
Tax Planting Ideas for Small Business Owners
The simplest one that marries up extremely well with wealth management is cash balance pension plan. By sell agreements are another area that, you know, what we kind of dive into. And then you couple, i mean, roth conversions are going to be in almost all of the tax strategies i put in front of somebody explaining how those work and how we can be opportunists there tax loss harvesting.
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