Shares Podcast Episode 04: Let’s Talk Taxes

Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, the Shares podcast explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
In celebration of Tax Day, we commemorate the occasion with an episode of our Shares podcast dedicated to all things taxes - including one of the top minds in tax planning today.
Join our host Michael Finke, PhD, CFP® and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP®, ChFC®, BFA™, Chief Planning Officer at ‪@BuckinghamSW‬, for a detailed conversation on what financial advisors get right and wrong when thinking about tax planning, as well as key strategies to help your clients keep more of their hard-earned money.
Any views or opinions expressed in this podcast are the hosts and guests' own and do not necessarily represent those of The American College of Financial Services.
Episode Air Date: Monday, April 15, 2024
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