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Audiocast: Family tax planning with a prescribed rate loan strategy

Prashant Patel, ASA, CFP, TEP, Vice President, Business Owner Specialist, HNW Planning Services, and Michael Tarantino, MBA, CPA, CMA, CFP, FEA, TEP, Vice President, Private Wealth Consultant – RBC Wealth Management Services


“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”