Preparing for Tax and Regulation Shifts in 2022

Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® welcome Sophia Duffy, JD, CPA business regulation and legal expert, to the Wealth Managed Podcast as they discuss how changing economic and political conditions can affect taxation and financial law. They specifically examine impacts as of the beginning of 2022 and how those changes may affect the business of financial planning. Sophia is an Associate Professor of Business Planning at The American College of Financial Services and teaches in many of The College's advanced educational programs.