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Scott Bishop, Executive Vice President of Financial Planning for STA Wealth Management hosts a special edition of STA Money Hour with STA Wealth’s newest Financial Planning team member, Mike Churchill, CPA. Before joining STA Wealth, Mike was a Tax Manager for ABIP CPAs.
On today’s show, MIke and Scott covered many important and timely tax planning topics related to the Impact of the Tax Law Changes in the 2017 Tax Cuts and Jobs Act as they relate to Retirees and to Owners of Small Business. Many of these Retiree topics are also discussed in the Retirement Survival Guide as well. Here are some of the strategies discussed on the show:
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!