Show Notes
In this episode of Clarity Cast, Derek DiManno and Brian Villec dive into tax planning—one of the firm's core pillars. Through real client examples, they cover strategies like batching charitable gifts with a donor-advised fund, tax-smart rebalancing, and the case for starting Roth conversions early rather than waiting for RMDs. Their takeaway: great tax planning isn't about the lowest bill this year, it's about coordinating with a client's other advisors to support their goals over a lifetime.
