Business
We are thrilled to have Dan Seff with national tax firm CBIZ join us in the studio. In this episode, we'll talk about planning for the risks inherent in illiquid company stocks and harvesting those assets in a tax efficient way. Dan & Eric also discuss how executives can gather their advisory teams to work together well so they get the best benefit of their ideas around estate planning, passing assets onto children and mitigating risk. To Contact Dan Seff: dseff@cbiz.com Have a question you’d like us to address? Leave us a voicemail at 720-815-5318.