Podcasts
28:24
Speakers: Sarah McGregor, Michael G. Kirkman
Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.
14:09
Speakers: Michael G. Kirkman, Deborah Walker
Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-end and how to be proactive for 2023 and beyond.