Capital Gains Tax Solutions Podcast Importance Of Tax Planning with Matthew Chancey
Matthew Chancey, CFP
– Capital Gains Tax Solutions Podcast with Brett Swarts
Episode 072 Importance of Tax Planning with Matthew Chancey, CFP
Matt Chancey, CFP, has spent the last 15 years in the financial services space helping clients solve big tax problems with advanced strategies around income and capital gains taxes. Matt shares his advice in his keynote presentations and has been featured in national media outlets including Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC, Digital Bloomberg, and Investment News.
Matt looks for clients who are going to partner with him for the rest of his life to help them make good financial decisions because a good financial decision isn’t a onetime investment.
In this in-depth conversation, Matt discusses several topics including:
The resistance of the 1031 exchange.
Learn how to stack up tax strategies.
Upgrade your skills with education.
The essentials of pre-planning tax mitigation strategies.
Teaching finance to pre-release felons.
Matt is filled with tax strategy wisdom, so be sure to take notes. Enjoy the show!
Connect with Matt:
LinkedIn:
www.linkedin.com/in/mattchanceycfp/
Connect with Brett:
Facebook https://www.facebook.com/brett.swarts @brett.swarts
Instagram https://www.instagram.com/brett__swarts/ @brett_swarts
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