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AICPA Personal Financial Planning (PFP)

Sep 27, 2019

Guest: Ted Sarenski, CPA/PFS

In this episode, Ted Sarenski, CPA/PFS discusses the impact of taxes on financing retirement healthcare and answers the questions:

  • What are the major tax considerations CPA financial planners should take into account when advising clients on financing retirement healthcare?
  • What are some...