Echoes Series on Legacy Planning: Unraveling Tax Complexities

Episode four of our Echoes Series, hosted by Mike Gassewitz, CEO of TriCert Financial Group (TriCert), focuses on the often-overlooked tax complexities of legacy planning. Dylan Domanico, MAcc, CPA, CA, LPA, CFP®, a partner from one of TriCert's affiliated CPA firms, and Oliver Lee, BMath, head of TriCert Insurance Agency, join the conversation to discuss the nuances of taxable events, probate, strategies to mitigate tax burdens, and the importance of planning ahead.

They emphasize collaborative planning involving a client's CPA, financial planner, portfolio manager, and insurance professional. This integrated approach can help clients achieve optimal outcomes and provide actionable steps they can implement in real-life scenarios.

Whether you're a business owner, an individual with cross-border ties, or simply planning for the future, this episode offers invaluable insights to help you make informed decisions and secure your financial legacy.

 

Recorded on May 15, 2024