Why the old approach to reducing taxes must give way to the new

By Steve Savant

Ash Brokerage Corporation


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.