Tax News Now Ep. 11 - Beyond the Numbers: Family-Centered Succession and Estate Planning Strategies with Martin Finn

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This episode is 55 minutes long.

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This episode was published on November 11, 2025.

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from Becker Accounting Podcasts · host Ruth Berry

Mark Gallegos, Tax Partner at Porte Brown, and his guest, Marty Finn, delve into some of the leading tax topics of the day. In this episode, they discuss turning complex succession and estate decisions into actionable plans—balancing control, fairness among heirs, liquidity, and efficiency.Earn CPE by listening to this podcast through a Becker Prime CPE subscription.Listen to this episode through your Becker LMS platform to complete practice questions, pass the final exam, and earn CPE credit.Already a Becker Prime CPE customer?  Login here.Have access to Becker CPE through your employer? Earn CPE credit for this podcast however you consume Becker CPE, either through your company’s LMS or via the Becker platform. Not sure where to log in? Check with your CPE admin.Learn more about CPE Podcasts from Becker: https://www.becker.com/cpe/becker-podcasts

Episode metadata supplied by the publisher feed · Published Nov 11, 2025

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Tax News Now Ep. 11 - Beyond the Numbers: Family-Centered Succession and Estate Planning Strategies with Martin Finn

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