Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.

Live Life Liberated
15/04/2020 36 min
Episode 4 — Harnessing the General Power of Appointment for Tax Planning — With David Gebhardt, Esq.

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Episode Synopsis

Centura Wealth Advisory believes in sourcing and vetting new strategies that complement traditional money management, allowing the firm to bring only the best value-added solutions to clients. To do so, they often bring in amazing people who share their vision can help clients achieve the best results. Today, Kyle Malmstrom returns with special guest David …

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