When planning for your financial future, you need a planner who is easily accessible and has the required experience to assist you in your unique situation. Macarena, Morey and the entire team at Glazer Financial have the knowledge, the experience and the up-to-date information to keep you current, informed and paying the lowest taxes possible.
The team would love to hear from you and read your question during next week’s podcast. Send your questions to macarenarose@gmail.com or add a comment in Tuesdays with Morey on Facebook.
Key Takeaways:
[1:37] Does your accountant know how to handle your special tax situation?
[7:11] Do I have to pay tax if I open a foreign corporation?
[10:14] Morey can help to save you much more money than the cost of his fee.
[12:11] What are the types of questions advisors should be asking clients to help them prepare for their financial future?
[16:24] Will I know what my charges and fees are for Morey’s services before I agree to turn over my documents?
[18:17] Glazer Financial has over 30 years of experience in helping clients to lower their taxes.
[20:06] How many accountants should a good financial planning company have?
Mentioned in This Episode:
