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Inhoud geleverd door Braun-Bostich & Associates. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Braun-Bostich & Associates of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Episode #03: Tax Planning Strategies with Barb LoPresti

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Manage episode 315323349 series 2953444
Inhoud geleverd door Braun-Bostich & Associates. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Braun-Bostich & Associates of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Given that taxes are one of our greatest expenses in life, proper planning in this area can make an enormous difference.

In Episode #3 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal and business tax planning strategies. Barb’s vision into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance.

Listen as Barb shares the importance of not handling taxes in a reactionary way, as well as why planning proactively is crucial when it comes to leveraging funds and playing the long game. You’ll learn what steps she is taking to prepare her clients for the changing tax laws, how to plug into charitable donations, and much more.

  continue reading

14 afleveringen

Artwork
iconDelen
 
Manage episode 315323349 series 2953444
Inhoud geleverd door Braun-Bostich & Associates. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Braun-Bostich & Associates of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Given that taxes are one of our greatest expenses in life, proper planning in this area can make an enormous difference.

In Episode #3 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal and business tax planning strategies. Barb’s vision into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance.

Listen as Barb shares the importance of not handling taxes in a reactionary way, as well as why planning proactively is crucial when it comes to leveraging funds and playing the long game. You’ll learn what steps she is taking to prepare her clients for the changing tax laws, how to plug into charitable donations, and much more.

  continue reading

14 afleveringen

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