Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!
In this episode, Elliot Kallen brings on Steve Smith to discuss tax planning strategies for high-earners and business owners. Learn more about tax loopholes, regulation changes, and charitable deduction strategies. Press play to do to get ahead of tax planning for 2023 so that you can get the most out of your Money.
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For more than three decades, Elliot has provided customized wealth management solutions for entrepreneurs, business owners, retirees, and millennials.
Elliot and his wife, Tammy, are passionate about giving back to the community through their 501(c)(3) foundation, A Brighter Day. Through his partnership with A Brighter Day Charity, the Kallen family has helped local teens and young adults recognize and access resources to cope with the risks of stress and depression.
He enjoys spending his free time with his family. Some of his hobbies include cooking, wine, golf, travel, and studying history.
He lives in Lafayette, California with his wife, step-daughter, and grandson.
