63 - We Need To Talk About Trump
TRAP: The Real Adviser Podcast
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Navigating Financial Innovation and Tax Challenges
In this chapter, the hosts appreciate listener support while promoting an upcoming live event and exploring recent advancements in artificial intelligence that may enhance financial planning. They discuss the complexities of investment account transfers, particularly relating to capital gains implications and the potential for advisor manipulation of reported acquisition costs. The chapter also highlights the challenges of managing financial portfolios amid changing tax regulations and the need for a consistent approach to capital gains tax in Ireland.
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