Ed Slott’s year-end tax strategies & the M&A train keeps on rolling Episode 75
This week’s episode kicks off with tax management guru Ed Slott giving advisers some solid year-end tax strategies to employ, regardless of where the Biden tax hikes end up. For his second guest, Jeff talks with David DeVoe about the pace of record-setting consolidation in the wealth management space. How long can it last, and how much is your advisory firm worth?
Episode Notes
In this episode, you’ll hear about:
- Year-end tax management.
- Booming RIA M&A activity.
- What’s going on with mergers and acquisitions in advisory firms.
- How consolidation in the wealth management space is affecting your advisory firm.
Related article: https://www.investmentnews.com/bidens-tough-tax-talk-fuels-record-ma-activity-214574
Guest Bio:
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality and best-selling author. He is known for his ability to turn advanced tax strategies into understandable, actionable and entertaining advice.
He is the president and founder of Ed Slott and Company, a leading source of IRA expertise and analysis for financial advisers, institutions and consumers.
David DeVoe is founder and CEO of DeVoe & Company. As a thought leader on RIA practice management for over 17 years, David has been named “RIA M&A Guru” by Barron’s. He launched Schwab Advisor Services, which he led for eight years. David was previously in the Strategic Planning Group at American Express.
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