tax benefits

Episode 249: Is Direct Indexing Really All It’s Cracked Up To Be?

Episode 249: Is Direct Indexing Really All It’s Cracked Up To Be?

Podcasts

 Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s... read more
Episode 211: Tax Brief – Asset Sale Vs. Stock Sale In Selling Your Practice Or ASC w. Evgeni Ivanov

Episode 211: Tax Brief – Asset Sale Vs. Stock Sale In Selling Your Practice Or ASC w. Evgeni Ivanov

Podcasts

 In this final segment of our two-part series with tax expert Evgeni Ivanov, we dive back into the complex realm of business transition. Focusing on the distinction between a stock sale and an asset sale, this episode unravels the critical factors that should be... read more