Tax Planning & Strategies with Kirsten Herschleb

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/97/5a/6a/975a6ab8-bf9b-49dc-223f-d9241289f0c5/mza_16828419444981384832.jpg/600x600bb.jpg

Beacon's Spotlight

David Rotatori

10 episodes

1 day ago

Retirement planning, investing and other helpful financial advice with timely updates

Investing

Business

RSS

All content for Beacon's Spotlight is the property of David Rotatori and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Retirement planning, investing and other helpful financial advice with timely updates

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/43176508/43176508-1741038291901-96055d5d814e5.jpg

Tax Planning & Strategies with Kirsten Herschleb

Beacon's Spotlight

20 minutes 3 seconds

1 month ago

Tax Planning & Strategies with Kirsten Herschleb

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.