O TYM ODCINKU
Today’s guest is Dennis Cole, CPA and Managing Partner at Beers, Hamerman, Cohen & Burger. We’ll explore advanced tax planning strategies tailored for high‑net‑worth individuals—what makes their tax landscape more complex, common mistakes even successful people make, and smart moves around entity structuring, investments, real estate, and legacy planning. If you want actionable tips to protect and grow your wealth, you’re in the right place.
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WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Scaling Your Business and Wealth.
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Episode Notes
Scaling Your Business and Wealth Podcast
Host: Eric Tashlein, CFP®, CEPA®
Episode Summary
Eric Tashlein sits down with Doug Rawady to break down a common issue: businesses aren’t stuck from lack of effort—they’re stuck from lack of visibility.
Doug shares how overlooked inefficiencies…
Scaling Your Business and Wealth Podcast
Host: Eric Tashlein, CFP®, CEPA®
Episode Summary: Retiring at 55: What Most Plans Miss About the 55-65 Transition
Retiring at 55 can sound ideal, but the decade before Medicare and Social Security begins presents challenges many retirement plans overlook. In…
Episode Notes
Scaling Your Business and Wealth Podcast
Host: Eric Tashlein, CFP®, CEPA®
Episode Summary
Eric Tashlein, founder of 100 Good Guys Connecticut, shares the story behind building a simple but a nonprofit supporting organization, designed to create consistent local impact across the Conne…
Scaling Your Business and Wealth Podcast
Host: Eric Tashlein, CFP®, CEPA®
Guests:
Jay Sheehy: President, Kamco Supply Corp. of New England
Dan O'Connor: Chief Marketing Officer, Kamco Supply Corp. of New England
Episode Summary
In this episode, Eric Tashlein sits down with Jay Sheehy and Dan O’Conn…
Scaling Your Business and Wealth Podcast
Host: Eric Tashlein, CFP®, CEPA®
Episode Summary: The Five-Year Window That Changes Everything
The final five years before retirement can shape everything that comes next. In this episode, Eric Tashlein shares five key principles that can help you avoid cost…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Eric Tashlein, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
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