Advanced Planning: Impact of the 2025 Tax Act

Dan Cassidy sits down with Jaqueline Denton and Laura Chooljian who discuss various estate tax, income tax, charitable, and other planning strategies that individuals may wish to consider in light of the recent federal tax law changes. Jacqueline is a Senior Wealth Strategist based in Nashville, and Laura is Senior Wealth Strategist based in Los Angeles.

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This episode was published on August 19, 2025.

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