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Tackling tax planning
CNBC Television· 2026-02-05 23:48
We're joined now by Bill Harris who is the CEO of Evergreen Wealth to talk a little bit more about how do you plan for taxes when it comes to your portfolio. Bill, thanks so much for joining us. >> Hey, it's terrific to be here.Thanks. >> A lot of folks are looking at their 2025 returns trying to get them prepared. Not that they really want to do that, but they are looking at them and they're trying to figure out, okay, I'm hearing a lot about this is going to be the biggest tax refund season ever.Is that r ...