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Rosalind Sutch of Drucker & Scaccetti joins Chas for episode 29 of The Wealth Cast, and she shares her insight into potential changes in tax law for 2021, as well as various tax-reducing strategies that will likely apply regardless of those changes. She discusses the utility of Donor-Advised Funds for charitable giving, the importance of coordinating discussions between tax and investment advisors, and much more.
Get the full show notes and more resources at TheWealthCast.com
37 episodes