To our friends who are tax and estate planning professionals, I hope you're off to a great start in 2022. Well, speaking of 2022, tax season is upon us, so I thought I'd share a few (hopefully) relevant and timely tax-related articles.
Several years ago, a friend and an owner of a professional practice asked me to help him run his firm like a "real business." As it turned out (and much to my surprise), I had the temperament and skills to think strategically, lead a team with fortitude, and relentlessly execute a plan with laser focus. I was a natural executive.
My success in that role led me to a project with another firm, and then another, and so on. Thus began my life as an accidental executive and business consultant. Some people, because of the wealth they have accumulated, won’t have to rely on their retirement plan savings for retirement income. As a result, they often want to leave all or most their IRA (or 401(k) and other retirement plan assets) accounts to their heirs.
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AuthorElliott Bay Insurance Archives
July 2023
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