Ep. 27 Interview Series – Tax Planning with Jacob Ansel, Vision Financial Group CPAs

Description: In episode 27, Patrick Swift interviews Jacob Ansel, Founder & Managing Partner of Vision Financial Group, an independent tax advisory firm headquartered in Morganville, NJ. Jacob and Patrick discuss Jake’s background, the current state of a rapidly changing tax and accounting industry, and the unique position Vision Financial Group is in to provide value to clients. The two dive into year-end tax planning strategies, upcoming legislative changes affecting the tax landscape, and common pitfalls to be aware of when filing.Amplius is an independent, fiduciary wealth management firm serving individuals and families nationwide to proactively design and implement financial plans, manage their investments, prepare for major life events, optimize equity compensation, prudently strategize around risk, tax, and estate planning among other complex issues. Schedule a free assessment with any one of our advisors: https://bit.ly/3Uy439V This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.