EP-136 “THE IRS AUDITS YOU- WHAT NEXT?” with KELLEY MILLER from REED SMITH

One of America’s best (and most quotable) judges, Learned Hand said, “Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the

July 14, 2023 • Blog, Podcasts, Psychology, Worth Reading and Watching • Views: 439

EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC LAWYER MATTHEW HOCHSTETLER

We are now into 2023 and it’s turning into is a unique wealth planning environment Families are dealing with volatility and depressed asset values. We have extremely generous Federal Estate Tax Exemption levels for the next

February 24, 2023 • Blog, Financial Essentials, Podcasts, Worth Reading and Watching • Views: 1007

EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK

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

February 13, 2023 • Blog, Common Sense Policy, Finance & Economics, Financial Essentials, Podcasts, Politics & Policy, Psychology • Views: 1033

EP-125 GENERATION SKIPPING TAX (GST) with FIDUCIARY TAX EXPERT, MICHAEL GROSSMAN

With the end of the year approaching, the focus of HNW and Family Office Space has turned to intergenerational planning. One of the ideas on the minds of many families is providing for future generations. It would be natural to

November 23, 2022 • Blog, Finance & Economics, Podcasts, Worth Reading and Watching • Views: 1211

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