Tax Planning & Strategies with Kirsten Herschleb

18/09/2025 20 min Temporada 1 Episodio 9

Listen "Tax Planning & Strategies with Kirsten Herschleb"

Episode Synopsis

Tune in to Beacon's most recent conversation with special guest Kirsten Herschleb, an esteemed CPA and CFP. We start out discussing Roth conversions while highlighting the benefits. We also review some recent tax code amendments through the OBBBA that was signed in July 2025.