Show Notes:



Policy and Tax Changes Impacting HNW Clients in 2023 by Wola Odeniran -

https://www.advisorperspectives.com/articles/2023/05/19/tax-changes-impacting-clients-2023

Advisor Perspectives Article by Jennifer Nash of VettaFi-

https://www.advisorperspectives.com/commentaries/2023/05/23/most-recent-housing-market-trends-economy-matters