Tax Planning Opportunities with Special Guest David McKnight

Since we aren’t able to bring David McKnight to Kansas City for an in-person appearance, we decided to do the next best thing and bring him on the podcast. Join us as the author and tax planning expert gives us his perspective of what we’re experiencing with a turbulent economy and what opportunities investors have to move closer to a zero percent tax bracket.

 

Read more and get additional resources here: https://wp.me/paeENs-8m 

 

Today's show schedule: 

1:02 – Special guest David McKnight joins us on the show today.

1:21 – Some background on David.

2:22 – What has the coronavirus done to the economy and how will it effect tax rates in the future?

3:36 – As the national deficit increases, politicians have two options.

5:15 – The state of the economy now that the health crisis has hit.

6:55 - Our job as advisors is to navigate the current circumstances. What options or opportunities are available now?

11:16 - How we’re working with clients right now.

12:12 - If you can’t get to the zero tax bracket, what’s the next best thing?

13:50 - Last words of wisdom from David.

16:07 - If you want to get a copy of the book, here’s what we’re doing for listeners.

17:18 - David’s new book is coming out earlier.