Henssler Money Talks

Case Study: Planning for Changes on the Horizon

Henssler Financial Season 38 Episode 39

Text us your financial questions!

Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. 

Read the Article: https://www.henssler.com/estate-and-tax-planning-in-a-changing-political-landscape 

People on this episode