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The Corporate Transparency Act is legislation that is going to touch all high net worth clients in 2024. This is like KYC procedures on steroids and investors need to be aware of it. Attorney, STEPHEN LISS helps us
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In this episode, I recount my experience in taking the plunge and jumping from a stable, large bank job to swim in some different waters. “Funding the Pivot” was written a few years ago as I was doing the post-mortem
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Casual investors understand that states approach taxation of its citizens differently and can have different approaches to raising revenue. However, in the last month, there has been a shift in the directionality of state tax
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Dating apps combine many controversial concepts: technology, sex, societal change, economic intrigue . . . and the law. We are in the early stages of understanding how dating apps are affecting the way people interact. Our legal
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Two years after its onset, the world’s response to the COVID-19 Pandemic will be generational event studied for years. It is a reminder that tail risk events happen more frequently than we think. Pandemics have been a
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Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making and how that affects an individual’s retirement. We go through data on
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PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology- INTRODUCTION Perth Tolle is the founder of the Life and Liberty Indexes and portfolio manager for the emerging market ETF with the ticker: FRDM Perth
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Conservation Easements with MICHAEL ENGELHART With Joe Biden’s recent initiative to conserve nearly a third of US land by 2030, conservations easements have come back into the headlines. According to the NCED Database, a
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JOHN FICHTHORN, now a two-time “Wealth Actually” interviewee, joins the podcast to discuss his new documentary, “Gaming Wall Street”. Directed by Tobias Deml, the two-part documentary debuts on March
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In this slight detour for the show, I spoke with New York-based political commentator, DEROY MURDOCK.. We have an invigorating chat about INFLATION and GUN CONTROL, two topics that are galvanizing investors today. We later
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MAXIMIZING EXECUTIVE AND FAMILY OFFICE TALENT In this 101st episode, we’re going to explore the disconnects in Human Capital Development. This is a crucial issue for family enterprises looking to transition to the next
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You can’t go two minutes without hearing about the allure of venture capital and private equity or the cult of entrepreneurship and the start-up. However, these things are hard! Venture and P/E require large pools of
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Quan is the author of his memoir “SPARROW AND THE RAZOR WIRE†His is an amazing story of redemption, the importance of second chances and the power of entrepreneurship. Quan spent twenty-two years in and out of
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New York City residents have the highest State and City tax burden in the country (it’s over 15% at the top level, recently overtaking California). It’s no surprise that New Yorkers are constantly strategizing around
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In this episode, MATTHEW MCCLINTOCK joins us. Matthew is a high end estate planning attorney and is a Principal at EVERGREEN LEGACY PLANNING which is based in Colorado. He has built his practice at the cutting edge of
