EPISODE · Apr 20, 2026 · 7 MIN
The Tax Bomb Hiding In Plain Sight
from Wealth and Family Podcast · host Roy Sherman
This episode explores the risks associated with tax deferral strategies and the importance of intentional tax planning. It delves into the impact of tax deferral on future generations and presents a case study of pivoting for better tax outcomes. The discussion emphasizes the significance of managing the lifetime tax impact and the need to address tax risks proactively.
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The Tax Bomb Hiding In Plain Sight
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This episode is 7 minutes long.
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This episode was published on April 20, 2026.
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