Series 66 podcast · Episode 16
Tax Considerations
1h 10m of listening
Client Profiles & Financial Planning. Free audio, ready to play in your browser.
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Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Income Tax Fundamentals: Individual
- Income Tax: Corporations, Trusts, and Passthrough Entities
- Wealth Transfer: Estate Tax and Gift Tax
Put this episode into practice with adaptive questions and flashcards in the full Series 66 course.