104: Tax Planning Strategies and Updates with John Nersesian of PIMCO

Today’s show is part two of a two-part series, where Patti continues her conversation with John Nersesian of PIMCO Investment Management.  John is the head of Advisor Education at PIMCO and provides advanced wealth management and planning techniques, as well as investment consulting education to financial professionals.  In this episode, Patti and John discuss the importance of tax planning throughout the year, and how to implement various tax-saving strategies that can help protect as much of your portfolio as possible.  They discuss the fundamental opportunities that advisors take on behalf of their clients that can provide critical tax relief – from charitable giving strategies to Roth conversion opportunities to the importance of imparting financial values to your adult children with legacy planning techniques.