Learning Tax Planning Throughout Your Career with Brent Gargano

Brent Gargano, a seasoned financial advisor and RTS Premiere Member, shares his wealth of knowledge on tax planning. He recounts his personal journey, emphasizing how early money lessons shaped his understanding of client needs. The discussion dives into the complexities of tax strategies like backdoor Roth contributions and essential documentation practices. Brent also highlights the importance of practical financial education, showcasing his collaboration with universities to inspire future advisors. Tune in for insights on navigating the intricate world of taxes!