May 9th, 2023 • 29 mins 24 secs • Download (20.3 MB) • Link with Timestamp
On today's episode of The Advisory Accelerator show, we're talking to Murang Pak of InVia Capital, who will help us navigate the complex world of conservation easements and how to identify when using one might be appropriate for your clients.
To make sure that nothing slips through the cracks when it comes to offering important clients proactive estate planning and tax strategies, an increasing number of firms are collaborating with members of the Advisory Accelerator. With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers.
Learn more about what it takes to advance the advising practice at your company by listening to this.