Jay Coulter, CFP®, CIMA®Dec 20, 2021Elevating Your Value With Trusts & Wills with Andres Mazabel (EP216)Andres Mazabel of Trust & Will ays out the case for advisors to add a deeper level of estate planning to their practice.
Jay Coulter, CFP®, CIMA®Dec 22, 2020Last Minute Year-end Tax Moves With Shelly Bykat, CPA (EP144)There is still time to make some tax-saving moves for your clients. Shelly Bykat comes on the show with Jay Coulter to share her thoughts.
