Mastermind Session: Tax Policy Update - podcast episode cover

Mastermind Session: Tax Policy Update

Mar 09, 202317 minEp. 38
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing a tax policy update from the event! Dave Alison, CFP®, EA, BPC spoke to advisors in attendance and discussed all things taxes: What policies did and did not become law in 2022, and what's to come in 2023 with new numbers, tax rates, ideas, and strategies.

For the best experience, listen in Metacast app for iOS or Android