The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions

About this episode

Johnnie discusses the $19,000 tax axe strategy for retirees to effectively transfer wealth and reduce estate burdens.

People in this episode

Host: Johnnie Roberts

Guest: Shelly Cioppa

Topics covered

• tax planning
• wealth transfer
• retirement strategies
• gifting rules
• estate planning

Keywords

• tax axe
• annual gifting
• retirement
• wealth transfer
• tax efficiency

Mentioned in this episode

Organizations: Sharp Edge Tax Solutions

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