Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217

from The Dale Buckner Podcast · host Dale Buckner

This week on The Dale Buckner Podcast, John Kletchka, CPA, joins Dale once again to discuss legacy tax planning. John Kletchka gives his insight into the world of tax planning when it comes to developing a legacy plan. Tune in this week to hear John and Dale discuss the different ways that you can lower taxes when planning your legacy, such as Roth conversions, charitable donations, trusts, and more.

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This episode is 39 minutes long.

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This episode was published on December 23, 2024.

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