In this episode, Wescott’s Director of Financial Planning Standards, Susan Green, is joined by Wescott Senior Financial Advisor and Tax Alpha Group member, Robert Waskiewicz, to focus on tax planning.
Together, Susan and Bob will illustrate Wescott’s tax profiles and offer a number of case studies to show how a focus on your tax planning can pay off in the long run.
To view the previous episode in this series, click here.
Stay tuned for the next episode in this series.
