Ep109: Important Milestones
Patti Brennan: Hi, there. Welcome to "The Patti Brennan Show." Whether you have $20 or 20 million, this show was for those of you who
Gifting Strategies to Family
Ep92: Issues To Consider at the Start of the Year
Patti Brennan: Hi there. Welcome to "The Patti Brennan Show." Whether you have $20 or $20 million, this show is for those of you who
Ep73: Implications of Biden’s Tax Proposal: The American Families Plan
Patti Brennan: Hi, everybody. Welcome to the “Patti Brennan Show.” Whether you have $20 or $20 million, this show is for those of you who
Ep48: Barron’s Australia Summit Recap – Top Tips for Success
Patti Brennan: Hi everybody. Welcome to “The Patti Brennan Show.” Whether you have $20 or $20 million, this show is for those of you who
Ep35: Top Estate Planning Tips with Bob Cohen
Patti Brennan: Hi, everybody, welcome back to ‘’The Patti Brennan Show.” Whether you have $20 or $20 million, this show is for those of you
Ep21: Estate Planning Mistakes
Patti Brennan: Hi, everybody. Welcome to the "Patti Brennan Show." Hey, whether you have $20 or $20 million, this show is for those of you
Ep16: Having “The Conversation with Mom and Dad”
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Ep9: Ready to file your individual return? Consider these money-making tips first regarding the New Tax Law!
Patti Brennan:
Hi, everybody. Welcome to “The Patti Brennan Show.” Whether you have $20 or $20 million, this show is for those of you who want
Ep1: Year End Tax Planning Tips
Patti Brennan: Welcome again to the Patti Brennan Podcast. Today, joining me is Eric Fuhrman. He's our Chief Planning Officer. Thank you so much for