Big Picture In Practice

Author: Morningstar, Ben Johnson, Julie Willoughby

Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.
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Language: en

Genres: Business, Investing, Management

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Ritholtz Wealth Management: “Tax Advice is Financial Advice"
Episode 49
Friday, 5 December, 2025

Bill Sweet, chief financial officer, and Bill Artzerounian, director of tax services at Ritholtz Wealth Management, say that a thousand dollars saved in taxes creates more client satisfaction than six-figure investment gains. That’s why it’s more important than ever for firms to embed tax planning directly into wealth management.In this episode, Bill and Bill talk with Ben and Julie about:The importance of investing in artisan tax planning as a financial advisory practiceWhy wealth firms are pulling tax work in-houseThe tax landmines in the One Big Beautiful BillOverlooked issues in estate planning and inheritance taxesCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.