Advanced Tax Planning Strategies with David Ickovic

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Moneyed: Conversations About Meaningful Wealth

Business


We are excited to welcome our friend David Ickovic, founder and principal of Ickovic & Company, a CPA firm that has provided high-net-worth individuals, successful business owners, and C-suite executives with advanced tax, accounting and business advisory services since 1976. We talk to David about his decades of work with ultra high net worth families and their complex tax and estate planning strategies as well as some of the implications of the recent Tax Cut and Jobs Act legislation. To Contact David Ickovic: david@ickovic.com Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.