How do Taxes Affect Estate Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions

About this episode

The episode discusses the tax implications of estate planning and how proactive strategies can help preserve wealth for heirs.

People in this episode

Host: Johnnie Roberts

Guest: Shelly Cioppa

Topics covered

• estate planning
• tax implications
• wealth transfer
• Roth conversions
• tax-deferred accounts

Keywords

• estate planning
• tax implications
• wealth transfer
• Roth conversions
• tax-deferred accounts

Mentioned in this episode

Organizations: Sharp Edge Tax Solutions

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