394: Tim Gertz: Tax Strategy To Close Out The Year

Podcast394 -

My guest in this episode is Tim Gertz. Tim is a certified public accountant and partner of ProVision Wealth Strategist, a firm specializing in developing wealth and tax strategies for entrepreneurs, professionals, and investors

With more than 16 years of experience, Tim is a highly-trained and educated professional with a focus in public accounting, working with highly diversified market groups.

Tim and I discuss in this episode a conservation easement strategy, direct investment in oil, and gas, captive insurance strategies, donor-advised funds and the estate tax opportunity.

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