The Long Term Investor cover image

Year-End Tax Planning After the OBBBA (EP.224)

The Long Term Investor

00:00

What a tax-led engagement looks like in 90 days

Susan outlines PlanCorp's onboarding: collecting returns, multi-year projections, and coordinating goals with tax strategy.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app