Episode
Ep 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman (Formerly Berdon, LLP Tax Partner, Executive Committee Member and Head of Personal Wealth Services)
- Podcast
- Crazy Wealthy Podcast
- Published
- Jun 17, 2025
- Duration seconds
- 3088
- Processing state
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Summary
In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooperman and a Former Tax Partner, Executive Committee Member, and Head of Personal Wealth Service at Berdon, LLP. Scott works closely with high-net-worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and succession and financial planning. Listen as he shares the critical importance of integrated, holistic financial planning for high-net-worth individuals. Drawing on their extensive professional relationship, Jonathan and Scott offer invaluable insights into best practices in wealth management. IN THIS EPISODE: (00:00) Introduction: Jonathan welcomes Scott Ditman (01:52) Scott Ditman on Financial Disciplines (09:38) Career Development And The Impact Of Mentorship (16:54) Navigating Challenges In Client-Centered Financial Advising (23:52) Adapting Plans As Client Situations Change (35:50) Goal-Based Planning Vs. Performance Chasing (37:04) Upcoming Tax Law Changes And Their Implications For Estate Planning (41:34) Defining Financial Planning And Goal-Based Approach KEY TAKEAWAYS: Integrated financial planning is crucial. Professionals from various disciplines must collaborate to create comprehensive strategies that address all aspects of a client's financial health. Scott Ditman highlights that effective client communication is as important as technical expertise. Explaining complex concepts in simple terms helps clients make informed decisions. Focus on client goals rather than arbitrary benchmarks. Aligning financial strategies with specific life objectives leads to more meaningful outcomes than chasing market performance. Stay informed about legislative changes. Pr…