Episode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe Elsasser

There’s a new Administration in Washington, and that will mean changes to many things financial, including taxes. But what will this mean for advisors? In this episode Brad Swineheart is joined by Joe Elsasser, president and founder of Covisum, to discuss some actionable items for advisors dealing with a new tax agenda and some strategies … Continue reading Episode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe Elsasser →