Episode 23021

Investment Tax Strategies S4

Published on: 13th July, 2023

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.

Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

Next Episode All Episodes Previous Episode

Listen for free

Show artwork for Professional Edge

About the Podcast

Professional Edge
Tax, Legal and Financial Strategies from a Tax Attorney, CFP®, CPA
Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want more $$ - You have to make better decisions. Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.

About your host

Profile picture for SEAN TODD

SEAN TODD

Tax Attorney CPA CFP® - Host of the Professional Edge weekly radio show and adjunct tax professor The University of Georgia. Principal at Estate Management Counselors, LLC with offices in Atlanta and Columbus, GA where our clients benefit from fee based professional portfolio management, implementing estate planning solutions, asset protection planning and income tax saving strategies. A unique combination of professional credentials allow our clients to be the real winners.