The vast majority of financial planners know the tax law changes that have occurred over the last quarter century. But are we using the old tax methodologies to manage taxation today? That was then. This is now. It's no longer just about exemptions, deductions and credits. It's about adding tax-advantaged products to create more spendable income for our clients. Nationally recognized product taxation expert Ken Davis, CLU, ChFC, CFP, CPA is interviewed in this video blog.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More