Brent chats with Rachel Sass about how to close out 2022 and make 2023 a success. They discuss 401(k) and IRA contributions, charitable giving, loss harvesting, and talking about money and finances with family. Rachel Sass is an experienced estate and tax planning attorney in Arizona. Ms. Sass has helped clients throughout Arizona establish their […]
This week’s episode is a rewind of a popular conversation Brent had with Rachel Sass about planning for vacation homes. With so many people traveling for the holidays, this conversation reminds of the hazards and opportunities available when leaving a vacation home to family. Rachel Sass is an experienced estate and tax planning attorney in […]
Brent chats with Jonathon Morrison about how to optimize charitable lead annuity trusts. They talk about the mechanics, running the numbers, and the many tax benefits for charitable clients. A senior partner and Best Lawyers® honoree, Jonathon Morrison’s practice is focused on tax, business and estate planning for clients with large or complex estates. Jonathon Morrison is licensed in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law in Californi...
Brent chats with Bessi Graham about how businesses can provide meaningful change in the world while making a profit. They discuss finding meaning, working with intention, and building teams around your vision. Bessi is the co-founder of Benefit Capital and The Difference Incubator (TDi). As an investor, entrepreneur, business owner, company director, speaker and writer, Bessi’s passion for using business as an agent for change is internationally recognised. For the past 20 years she has focused ...
Brent chats with John Briggs about how companies can grow in a smart way. They discuss cash flow management, paying yourself, hiring, and how to build effective teams. John is the CEO and Founder of Incite Tax and the author of Profit First For Microgyms. His theme is, “The IRS Sucks”, and business owners should […]
Brent and Tracy Coenen chat about finding fraud in businesses and divorce, helping people in difficult moments, and red flags of fraudulent financial activities.
Brent and Dror Futter discuss the numerous challenges family offices face when investing in private equity--from lack of understanding typical terms to inadequate measures of potential investments. They suggest ways family offices can improve their PE activities for increased success.
Brent chats with Stacy Francis about helping women make strategic money decisions after a divorce. They also chat about her charity, Savvy Ladies, that helps underprivileged women with personal finance. Brent and Stacy also focus on strategies to make wise decisions about personal wealth when going through upheaval in life. Stacy is the President and […]
Brent and Randy Crabtree chat about how people can use energy efficiency tax credits that were expanded under the Inflation Reduction Act. Specifically, they focus on Sections 45L and 179D, relating to energy efficient real estate development. They also discuss developing a niche accounting practice and keeping up with frequent tax changes. Randy Crabtree is […]
Brent chats with Toby Mathis about strategies for business ownership. They cover the difference between corporations, partnerships, and sole proprietorships. They also talk about how trusts can be used to enhance owner protections in a business structure. Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors, whose career has focused on how […]
Brent chats with Gary Fletcher about the soon-to-be-effective Corporate Transparency Act. The Act requires most business entities (old and new) to report the identity of organizers and beneficial owners to the US Department of Treasury. Once the Act is effective, it will have far reaching affects on businesses in a very distinct before-and-after way. Anyone […]
Brent and Rachel Sass discuss Patagonia’s founder, Yvon Chouniard, giving away his interest in the company to charity. They talk about gifts to 501(c)(4)s, the income tax implications, and estate tax savings. They also speculate about how to structure transfers of this kind. Rachel Sass is an experienced estate and tax planning attorney in Arizona, […]
Brent chats with Kristopher Flammang about personal finance after the pandemic. They discuss what has changed, what is the same, and how to plan moving forward. They also suggest ideas for staying on course with you money goals. Kris is a co-founder of LPF Financial Advisors. Kris has been in financial services since 1999 after […]
Brent chats with Nicholle Overkamp about how to make wise money and business decisions. They focus on creating good habits, implementing systems, and unique issues for women. Nicholle Overkamp, MBA, ChFC, CDFA, is a personal finance expert and business coach for women. She’s the Founder and CEO of Wilcox Financial Group and PowHERhouse Money Coaching. […]
This week, Richard Claywell joins the podcast to discuss business valuations. He and Brent chat about the important elements to a good valuation report, how to improve value to sell a company, and ways valuations are manipulated. J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, MAFF, CFD, ABAR, CVGA, MBV, ICVS-A has built a […]
Brent chats with Gray Edmonson about business succession planning. They discuss how to plan for a change in ownership, common options, and how to structure a successful transaction from one generation to another. Gray Edmonson is a Partner at Edmondson Sage Allen, PLLC in Oxford, Mississippi. Gray practices in partnership, corporate, and individual tax planning; […]
Brent chats with Rachel Sass about the Inflation Reduction Act. They discuss the corporate minimum tax, stock buy-back tax, health insurance changes, and tax credits for EVs. They also get into extra funding for the IRS and how tax professionals are excited about it. Rachel Sass is an experienced estate and tax planning attorney in […]
August is National Make a Will Month! Only 48% of American adults have a will, so this week, Brent chats about the need for people to make a will and resources (even some free ones) that people can take advantage of to get one. If you are enjoying the podcast please SUBSCRIBE and leave a […]
Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, T.J. Ryan chats with Brent about Wills, the oldest estate planning documents. They discuss what they are, how they work, and why they are […]
Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Jenna Rubin chats with Brent about durable powers of attorney for finances. They discuss what they are, how they work, and why they are […]
Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Emily Kile chats with Brent about possibly the most important estate planning document: the health care power of attorney and living will. They discuss […]
Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Deborah Plum chats with Brent about the revocable trusts. She answers the what, how, and why questions relating to these prevalent estate planning tools. […]
Welcome to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. First up, Rachel Sass chats with Brent about the different fiduciary roles within estate planning, how they work, what they do, and how they interact. You will learn […]
Brent talks with Cary Stamp about the ins and outs of life insurance for non-Americans. They talk about special insurability, income tax, and estate tax considerations. They also discuss tips for structuring the ownership and investment options within life insurance. Cary Stamp is the CEO of Cary Stamp & Co. He advises high-net-worth individuals, successful […]
Brent discusses how inflation is not a death knell to wealth transfer planning. He describes interest rate sensitive techniques, which perform better with higher interest rates, and underlying assumptions during inflationary periods that help planning. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about […]
Brent chats with T.J. Ryan about how to choose a trustee in a blended family. They discuss the challenges of those types of families, potential conflict points, and offer ideas to resolve issues before they begin. T.J. Ryan is a trust and probate litigation and estate planning attorney at Frazer Ryan Goldberg & Arnold LLP. […]
Brent chats about estate tax (and some income tax) risks to foreigners owning real estate in the United States. He explains the strange rules about direct ownership, surprising results at death, and some options to avoid estate tax issues. It is common for foreigners to purchase real estate in the United States. Once they do, […]
Brent chats with Penny Phillips about how she is building the modern registered investment advisory firm, what it takes to prioritize clients, and how advisors can connect with clients. They also rib lawyers and laugh about common excuses to stay off social media. Penny Phillips has spent most of her career coaching and consulting financial […]
Brent rewinds one of our most popular episodes with Kyle Larson and Lily Styrmoe of TCI Wealth Advisors. They go over their top tips for how younger individuals and families can begin building the generational wealth that they’ve dreamed of. Kyle Larson is a a CFP, Financial Advisor, and Shareholder at TCI Wealth Advisors. Kyle […]
Brent chats with Deborah Plum about techniques to maximize wealth transfers in a low market, low interest environment. They talk about GRATs, sales to IDGTs, intrafamily loans, and CLATs. They also speculate about market volatility and other things. Deborah is an attorney at Rimon, P.C. Deborah is an experienced trusts and estates associate with a […]
