Tax Planning & Strategies with Kirsten Herschleb

from Beacon's Spotlight · host David Rotatori

Tune in to Beacon's most recent conversation with special guest Kirsten Herschleb, an esteemed CPA and CFP. We start out discussing Roth conversions while highlighting the benefits. We also review some recent tax code amendments through the OBBBA that was signed in July 2025.

Episode metadata supplied by the publisher feed · Published Sep 18, 2025

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Tax Planning & Strategies with Kirsten Herschleb

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This episode was published on September 18, 2025.

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