152. 10 Tax Planning Strategies for High Net Worth Individuals

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give a quick market update. They also talk about 10 tax planning strategies for high-net-worth individuals.


 Podcast Episodes Referenced:
-  Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
Ep 81: What is tax loss harvesting?

YouTube Videos to Reference:
Does inheritance count as income? (   • Does inheritance count as income? | Inheri...  )
Asset Protection for High Net Worth (   • Asset Protection for High-Net-Worth Indivi...  )




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