Guest Background and Transition

Rejoining Steven on the show this week is Eric Brotman to discuss his own personal tax planning, along with best practices when it comes to talking taxes with clients. Eric is planning ahead for an eventual business exit and is already working through the math on how where he lives impacts the tax bill he'll pay. Steven and Eric share real client experiences and how they navigate keeping goals aligned with tax planning to make sure clients make great life decisions that are also tax efficient, where possible.

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