Main Street Business 60: Coordinating Your Financial Plan with Your Tax Planning
Sep 11, 2015
39:20
Yes...You need to coordinate the two plans, but how difficult is it to get your financial planner and CPA on the "same page"? Sometimes it's very difficult. Join Mark and Mat with their favorite financial advisor Randy Luebke as they discuss options and strategies to build wealth, diversify your portfolio and save taxes at the same time. Randy Luebke js the president of Lifetime Paradigm, Licensed Mortgage Broker, Registered Investment Advisor, and Real Estate Broker. This will be a power packed panel giving you numerous options and strategies to consider. Don't miss this show if you are serious about real estate investing. Learn more at www.refreshyourwealth.com
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