• Estate Planning with Carol Casale, CPA/ABV, CVA and Tim Shmidl, CFP®, CRPC®

  • Nov 6 2024
  • Length: 30 mins
  • Podcast

Estate Planning with Carol Casale, CPA/ABV, CVA and Tim Shmidl, CFP®, CRPC®

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  • Summary

  • Today on the Mize Breakroom, Marc sits down with Mize shareholder, Carol Casale, CPA/ABV, CVA and Tim Shmidl, CFP®, CRPC® to discuss the importance of estate planning and how it could cost you to do nothing.


    Questions? Email Breakroom@mizecpas.com


    For more information about Mize CPAs visit www.mizecpas.com


    For more information about Prism Financial Group please visit prismFG.com


    The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs and produced by Mize CPAs.


    Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.
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