Mariner Wealth Advisors does a great weekly video Q&A where they interact with advisors to resolve concerns and provide a little coaching.
This week's episode brings Cramer Soebbing and Brian Leitner to discuss considerations for tax planning and answer the following question: “Year-end 2020 tax planning: What should I be considering?”
It's worth five minutes of your time. You can see it HERE or reach out to Mariner yourself via the VIP Messenger.