Updates

EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON

August 13, 2023

EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA

August 2, 2023

BLOG: GOING FOR IT

July 31, 2023

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

July 14, 2023

EP-135 THE CONFIDENCE MAP and BEHAVIORAL FINANCE with PETER ATWATER

July 4, 2023

EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS

June 13, 2023

EP-133 NEW YORK’S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING ATTORNEY

May 30, 2023

EP-132 “ULTRA HIGH NET WORTH” CRISIS MANAGEMENT with JANE MINTZ MA, LPC

May 11, 2023

EP-131 WEALTH & LAW PODCASTING with ACTEC LAWYER, BRENT NELSON

April 27, 2023

EP-130 MID-CAREER PIVOTS with FRAZER RICE

April 13, 2023

EP-129 THE FAMILY OFFICE Q&A with DENTONS’ EDWARD MARSHALL

April 3, 2023

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

February 24, 2023

EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK

February 13, 2023

EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS

February 2, 2023

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

November 23, 2022

BLOG: “Dissecting” HALLOWEEN 1978 with JASON CILO

October 31, 2022

EP-124 THE DATING APP LEGAL LANDSCAPE with LAW PROFESSOR, IRINA MANTA

October 26, 2022

EP-123 LIV GOLF vs PGA TOUR with JOE OGILVIE

October 18, 2022

EP-122 PRIVATE JETS w/ AVIATION EXPERT, DAVID CLARK

October 3, 2022

EP-121 NFL LINEMAN, MARQUES OGDEN on ENTREPRENEURIAL RESILIENCE

August 25, 2022