CPA Advantage #5 | Don’t Let the Tax Tail Wag the Economic Dog
Published on by Beth Germann, Andy Bertke, in Video, Wealth Management
Can’t watch the video? Get the transcript.
Tax planning is a critical part of wealth management – but don’t let the tax tail wag the economic dog. CPAs and Personal Financial Specialists (PFS) Andy Bertke and Beth Germann explain.
