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State Estate Taxes – State Estate taxes can be a nasty surprise- especially with the disconnect between State and Federal Exclusions. Currently, the Federal Exemption stands at $12.92mm per person. 17 states have and estate
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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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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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The election is finally past us and for wealth advisors the work and the uncertainty is probably just beginning. JORY BARD ZIMMERMAN joins us to discuss some of the tools to help wealthy clients take advantage of the tools
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CARL ICAHN REPORTEDLY MOVING TO FLORIDA FOR TAXES The recent news of the announced departure of Carl Icahn and his 75 employees from New York State generated a few calls from interested snowbirds. Usually, calls like these are
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Welcome back to the “Wealth, Actually” podcast. (Reminder:Â There is no investment advice here!) Bitcoin and other cryptocurrencies have come back into the news as they have jumped around in price in the last two
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We’re back with another “Wealth, Actually” podcast. This time I got to speak with John Farr, a man who blended his love of movies with the world of movie house restoration. John Farr has helped
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STAN LEE’S LEGACY Stan Lee powered my imagination and made reading, science and art fun. How much more impact can you have on someone? As I poured over the tributes and looked back at the cultural impact Stan’s
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After months of noise, pearl clutching and teeth-gnashing, the midterms are over and the political course of the next two years is largely in place. What are my quick takeaways from 11/6? Donald Trump will be spending a lot
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This is a special “Wealth Actually” podcast. I spoke with an author and educator that has had a major impact on financial literacy and wealth management. He is also a terrific guy to boot! Over
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“MUNICIPAL BONDS: THE ORIGINAL IMPACT INVESTMENT?” For this first WA episode, I spoke with Matt Posner the Director of the Impact Coalition. We attack a bunch of topics centered around the emergence of the municipal
October 5, 2018 •
Blog, Common Sense Economics, Common Sense Policy, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Political Expressions and the Occasional Rant, Politics & Policy, Worth Reading and Watching • Views: 3530
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With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact of policy on the investment world. Ben Phillips serves as the CIO of EventShares, overseeing research and portfolio management for the
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Today we were able to speak with Leslie Danks Burke. She is a public advocate and the Founder and President of TRAILBLAZERS PAC : a political action committee dedicated to finding and supporting candidates for local
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I recently met and spoke with New York City playwright, Jonathan Leaf, about the challenges and success of his new play DECONSTRUCTION. He has written numerous plays and most recently had a successful run for DECONSTRUCTION
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It was a treat to talk to my friend, Robert A. George, about the political landscape washing over New York, Washington, and the rest of the country. We cover Donald Trump and his initial stumbles, the departure of Preet Bharara,
