Professional Edge Por arte de portada

Professional Edge

De: SEAN G. TODD Esq. M. Tax CFP® CPA
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  • Resumen

  • Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want more $$ - You have to make better decisions. Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.
    Copyright 2024 SEAN G. TODD, Esq., M. Tax, CFP®, CPA
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Episodios
  • Irrevocable Pension Decisions S4

    Irrevocable Pension Decisions S4
    Jul 18 2024

    Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen.

    Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - done: The Logical Plan™
    Más Menos
    15 m
  • Irrevocable Pension Decisions S3

    Irrevocable Pension Decisions S3
    Jul 17 2024

    Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen.

    Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - done: The Logical Plan™
    Más Menos
    14 m
  • Irrevocable Pension Decisions S2

    Irrevocable Pension Decisions S2
    Jul 16 2024

    Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen.

    Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - done: The Logical Plan™
    Más Menos
    14 m
Economía Finanzas Personales
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