Tax Planning for High-Net-Worth Individuals with CPA, Dennis Cole

from Scaling Your Business and Wealth · host Eric Tashlein

Today’s guest is Dennis Cole, CPA and Managing Partner at Beers, Hamerman, Cohen & Burger. We’ll explore advanced tax planning strategies tailored for high‑net‑worth individuals—what makes their tax landscape more complex, common mistakes even successful people make, and smart moves around entity structuring, investments, real estate, and legacy planning. If you want actionable tips to protect and grow your wealth, you’re in the right place.

Episode metadata supplied by the publisher feed · Published Jul 22, 2025

Embed this episode

Attribution link and audio player

Ready to play

Tax Planning for High-Net-Worth Individuals with CPA, Dennis Cole

0:00 31:31

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Scaling Your Business and Wealth?

This episode is 31 minutes long.

When was this Scaling Your Business and Wealth episode published?

This episode was published on July 22, 2025.

Can I download this Scaling Your Business and Wealth episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!