Peter Mallouk interviews Candace Varner, Creative Planning Director of Tax Service and Ben Hake, Creative Planning Senior Managing Tax Director, about how tax law updates affected clients this tax season and things people need to do to prepare for the next tax season. Yes, we know its summer but NOW is a great time to start preparing for next year. More about guest Candace Varner: http://bit.ly/2Q3lxY8 More about guest Ben Hake: http://bit.ly/2JHFi6x Important legal disclosure: http://bit.ly/2DC250b
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b