Sophisticated Strategies that Encompass Tax, Investment and Estate Planning by Todd Wiersum CPA, CFP

"Sophisticated Strategies That Encompass Tax, Investment, and Estate Planning to Grow and Build Generational Wealth" is a comprehensive guide for individuals and families seeking to secure financial stability and prosperity across generations. The book combines advanced tax planning, investment strategies, and estate management to create a holistic approach to wealth building. Drawing from extensive expertise, it equips readers with actionable insights and tools to navigate complex financial decisions effectively.