047: The Future of Wealth: Innovations in Tax Planning with Jim Duggan

The Influential Advisor - A podcast by Paul G. McManus

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In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In our conversation, we also discuss our anticipation for the upcoming Elite Growth Academy in San Diego. Jim 's Journey From Corporate Law to Ta...