2022 Best planning ideas
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2022 Best planning ideas

5 months ago · 72.5 KB Download

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There hasn’t been a dull moment in 2022. With continuing uncertainty in the world, it is helpful for us all to think about what we can control in this environment. Lyle Benson, CPA/PFS, recaps the best ideas from a January webcast with Michael Goodman, Scott Sprinkle, and Sue Stevens. You can use these thoughts and planning strategies to guide the certainty that you can give clients during this time. Topics include:

  • Income tax planning

  • Estate planning

  • Investments

  • Retirement planning

  • Risk

Download the 2022 Best Planning Ideas

File name: benson-epr-the-journal-03-22.pdf

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