March 9, 2023

Mastermind Session: Tax Policy Update

Mastermind Session: Tax Policy Update
Mastermind Session: Tax Policy Update
The Bucket Plan® On-Demand Series
Mastermind Session: Tax Policy Update
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Apple Podcasts Spotify
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Apple Podcasts Spotify

In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing a tax policy update from the event! Dave Alison, CFP®, EA, BPC spoke to advisors in attendance and discussed all things taxes: What policies did and did not become law in 2022, and what's to come in 2023 with new numbers, tax rates, ideas, and strategies.