Explorez tous les épisodes du podcast Wealth and Law

Brent Nelson chats with Lisa Zeiderman to discuss the intersection of wealth planning and divorce. They explore the financial and legal considerations that arise during divorce and the importance of thoughtful planning when significant assets are involved. They give special attention to the value of premarital and post-marital agreements.

Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP in New York and a highly recognized matrimonial attorney, Certified Financial Litigator, and Certified Divorce Financial Analyst. She focuses on complex divorce, financial and custody matters, as well as prenuptial and postnuptial agreements. Lisa has been recognized by Crain’s New York, Hudson Valley Best Lawyers, and Super Lawyers for her excellence in the legal field.

She can be found at: https://lisazeiderman.com/

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. This podcast may be considered attorney advertising. This podcast does not create an attorney-client relationship and is not a legal opinion or legal advice.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to Team – Wealth and Law.

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Brent chats with attorney Don Ford about how to set a family company up for successful succession. They talk about interpersonal aspects, managing expectations, corporate governance, creditor issues, divorce, trust planning, and more.

Mr. Ford is the managing partner of Ford + Bergner, a leading estate planning and probate firm with offices in Houston, Dallas and Austin.  He specializes in estate planning and probate for high net worth clients and is Board Certified by the Texas Board of Legal Specialization, the state’s highest distinction available to an attorney practicing in this area. He is also one of the few attorneys in the state trained to conduct mediations in probate and guardianship cases. He also served on the Guardianship Certification Board, which creates policy and oversees the regulation of private professional guardians in the State of Texas.

He can be found at: http://www.fordbergner.com/

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to Team – Wealth and Law.

Legal Disclaimer: Legal Disclaimer – Wealth and Law

Brent chats with Jennifer Lee about working with business owners to create a succession plan. They discuss some of the hurdles, ways to start the conversation, and important planning, family and tax matters to consider.

Jennifer Lee is the owner and founder of Modern Wealth.

Jennifer grew up in the world of financial advising by going on appointments with her father and to his office on weekends. Watching how he served his clients, she gained a solid understanding of the work ethic and values of a dedicated financial advisor. Today as Founding Partner of Modern-Wealth, Jennifer directs her financial acuity to helping those who are in financial transition – whether divorcing, recently widowed, buying or selling a business, retiring, inheriting assets or merging families after remarriage. Her goal is to be a trusted advisor who provides independent analysis, develops strategy, and walks clients through the process of understanding their financial lives.

Working collaboratively with clients and their other advisors, Jennifer and her team help clients cut through the noise and make sound financial decisions.

Originally from Maryland, Jennifer brings a wealth of experience to her work. Jennifer founded Modern-Wealth in Maryland 21 years ago, relocating to Lakewood Ranch in 2012. Since transitioning her practice into Florida, Jennifer has been involved various community programs (i.e. Manatee Memorial Women’s Action Committee, Chamber of Commerce, S.W.A.T.). She loves the area’s arts and culture and it’s gorgeous beaches as well as cooking, entertaining, and making jewelry in her down time. She also delights in one of the perks of her job – throwing the occasional “Retirement” or “Independence Day” party for clients.

Her most recent endeavor; Jennifer wrote a book entitled “Squeeze The Juice.” This easy to read, easy to understand book acts as a guide mixing her own life experiences, career expertise and through provoking passages that encourage you to be your best self.

Jennifer can be found at: Our Team – Modern Wealth

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Modern-Wealth, LLC and Cambridge are not affiliated.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

In this episode, Brent has a compelling conversation with Sam Swift, delving into recent market developments and providing invaluable insights for making well-informed planning decisions amidst market volatility. They discuss the psychological aspects influencing decision-making, learn effective strategies to minimize errors, and discover ways to maintain goal consistency while adapting to the ebb and flow of the markets over time.

Sam Swift, CFA, CFP®, AIF® is the CEO of TCI Wealth Advisers where he helps others arrive at positive financial outcomes and achieve peace of mind through trusted, respectful, honest and open communication is what makes it all worthwhile. He can be reached at https://tciwealth.com/employee-directory/sam-swift/.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 important. They also explain how probate works, how Wills are structured, and planning options.

T.J. Ryan is a trust and probate litigation and estate planning attorney at Frazer Ryan Goldberg & Arnold LLP. T.J. is a Fellow of the prestigious American College of Trust and Estate Counsel (ACTEC). He focuses his practice on personal and business planning, including estate planning, estate administration, business entity formation, and trust and probate litigation.

T.J.’s contact information can be found at: https://www.frgalaw.com/attorneys/ryant.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 important. They also explain where they fit into a typical estate plan.

Jenna is a partner at the law firm Gutter, Chaves, Josepher, Rubin, Forman, Fleisher, Miller P.A. in Boca Raton, Florida. She is a Harvard Law graduate, and a graduate of Northwestern University. She is also a Fellow in the American College of Trust and Estate Counsel (ACTEC). She can be found at https://floridatax.com/lawyers/jennarubin/, and she blogs at http://home.rubinonprobatelit.com/.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 what they are, how they work, and why they are so important, though often overlooked.

Emily B. Kile is a graduate of the Northeastern School of Law in Boston, Massachusetts. She graduated Magna Cum Laude and Phi Beta Kappa from the University of Colorado, Boulder and holds a Master’s Degree in Psychology from Boston College. She is a member of the National Academy of Elder Law Attorneys (NAELA), past President of the Arizona Chapter (2008), and a member of the Academy of Special Needs Planners and the Special Needs Alliance. She is licensed to practice law in Arizona. She has been licensed to practice law since 1993. Emily also serves on the Arizona Fiduciary Board. The Fiduciary Board oversees the discipline of fiduciaries licensed in the State of Arizona and approves requests for licensure. She practices in the areas of: estate planning, guardianship & conservatorship, ALTCS planning, probate & trust administration and special needs planning.

You can contact her here: https://kilelawfirm.com/emily-b-kile%2C-esq.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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. Deborah and Brent also discuss practical aspects of revocable trusts and when they are appropriate.

You will learn:

What is a revocable trust?

What is a Trustee?

What is a beneficiary?

How do revocable trusts work?

What are the benefits of revocable trusts?

When do I need a revocable trust?

How are revocable trusts taxed?

Why are revocable trusts used in estate planning?

Deborah Plum is an associate in the private client and tax team of Withers.

Deborah’s practice is focused on advising individuals, families and their businesses in respect to succession and estate planning, family office and business structuring and cross-border tax planning. She is experienced in issues relating to gifting transactions and charitable endeavors, estate taxes and corporate planning for clients in New York, Arizona, California and abroad. Deborah also has extensive knowledge of charitable foundations and not-for-profit organizations.  

Prior to joining Withers, Deborah practiced as a trusts and estates planning lawyer with a global full-service firm in New York and Arizona and as a corporate tax lawyer for an international law firm in New York, where she advised on matters involving private equity funds, real estate investment trusts (REITs), and other investment vehicles in the context of mergers and acquisitions and tax-free reorganizations. She is admitted to practice law in both Arizona and New York. 

While not practicing law, Deborah works as the CEO of BaseCamp for Veterans, Inc. (“BCI”).  BCI is a 501(c)(3) non-profit organization serving veterans and their families that Deborah co-founded in 2018. BCI offers the veteran community a variety of reintegration services, with a particular focus on equine therapy with wild horses that have had little to no human contact.

Deborah can be found here: https://www.withersworldwide.com/en-gb/people/deborah-plum

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Welcome to the 2023 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 about the difference between a trustee, personal representative, agent under a financial power of attorney, agent under a health care power of attorney, and guardians.

Getting a handle on this different roles will then inform the discussions in the later four episodes about Wills, Revocable Trusts, Financial Powers of Attorney, and Health Care Powers of Attorney.

Rachel is a Vice President and Trust Advisor in the Tucson office at Northern Trust. Rachel is a member of the Southern Arizona Estate Planning Council, the Morris K. Udall Inn of Court, and State Bar of Arizona. Rachel is a former Miss Arizona United States and enjoys serving her community. She is a graduate of the Greater Tucson Leadership LEAD program, Class of 2021, and serves on the Board of Directors of the Roots & Roads Community Hospice Foundation.

Rachel can be found here https://locations.northerntrust.com/us/az/tucson/3450-east-sunrise-drive/rachel-sass

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of Northern Trust or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Anna N’Jie-Konte and Keith Beverly, owners of Re-Envision Wealth, to discuss the secrets to creating strategic generational wealth. They provide effective strategies essential to helping clients grow and keep their wealth across generations.

Anna N’Jie-Konte, MBA, CFP® is the President and Director of Financial Planning for Re-Envision Wealth, one of the few black-owned advisory firms in the country. She currently serves as a financial advisor and investment consultant to individuals and
institutions who wish to build wealth in an intentional and values-aligned fashion.

Keith is the Chief Investment Officer for Re-Envision Wealth, formerly known as GRID 202 Partners, one of the few Black-owned, independent Registered Investment Advisor (RIA) firms. With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios for private clients to transitioning institutional
clients to 100% mission alignment. Under his direction, the firm has developed an expertise in identifying private market investments that deliver attractive financial returns while achieving positive social impact.

Both Anna and Keith can be found here: https://re-envisionwealth.com/

You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

In this episode, Brent talks to Darren Case, a partner at Tiffany & Bosco and a Fellow of the American College of Trust and Estate Counsel (ACTEC). They discuss the challenges and opportunities for ultra-high-net-worth (UHNW) families in today’s complex and uncertain environment. Together, they explore intricate financial aspects like the trends around interest rates, the mechanics of Grantor Retained Annuity Trusts (GRATs), Spousal Lifetime Access Trusts (SLATs), and the intricacies of irrevocable trust planning. Their discussion illuminates the complexities of these strategies, providing listeners with a better understanding and actionable advice.

Darren Case is a partner at Tiffany & Bosco, P.A., practicing in the areas of tax, estate planning, and business law. With his in-depth knowledge and expertise, Darren is a resource for both domestic and international clients, helping them navigate through the complexities of tax and estate planning. He is also an ACTEC Fellow and the co-author of the Arizona Estate Planning and Probate Handbook, underlining his substantial contributions to the field.

To learn more about Darren Case or to get in touch, visit his profile on the Tiffany & Bosco, P.A. website: Darren T. Case | Tiffany & Bosco

You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats about how discounts abound in transfer tax planning (estate and gift tax)! Although sometimes discounts come from ownership of entities, like FLPs, that is not always the case. Charitable Remainder Trusts, Charitable Lead Trusts, Grantor Retained Annuity Trusts, Private Annuities, and Remainder Purchase Marital Trusts, all use discounts that are required in the Internal Revenue Code and the regulations. These discounts can be substantial and helpful depending on the 7520 rate. Brent discusses how that is so, how the regulatory discounts are calculated, and how they can be used to your or your client’s advantage.

Brent talks about online estate and trust document services. He explains why it isn’t “planning,” the difference between these online services and actual legal services, and how they are deceptively marketed to the masses. Brent also describes the historical context for the current structure and the need for access to legal services. In a buyer beware world, this is a warning to not equate these document preparation services with planning.

You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Mark Zauderer about what it means to be an attorney and to be in a profession. Mark shares how the profession has changed during his career and how it can be maintained. Brent and Mark also talk about whether they recommend people attend law school, civility, giving back, and how reputation is a valuable asset.

Mark Zauderer is the author of Counsel, the Courtroom is Open, available here Counsel, the Courtroom Is Open | Book by Mark C. Zauderer | Official Publisher Page | Simon & Schuster

Mr. Zauderer is a prominent New York trial and appellate lawyer who has represented major corporations, prominent individuals, and a Presidential cabinet secretary in significant business, financial and commercial litigation in federal and state courts throughout the United States. Areas of concentration include contracts, business torts, securities, real estate, legal and professional malpractice, shareholder rights, limited partnerships, defamation and fiduciary relationships in business, law firm and estate matters.

Mr. Zauderer frequently serves as an arbitrator and private mediator of significant disputes and is a member of the national roster of commercial arbitrators of the American Arbitration Association and its International Centre for Dispute Resolution. He is a past President of the Federal Bar Council and is a member of the Board of Editors of the New York Law Journal.

Mark can be found here Mark C. Zauderer – Dorf Nelson & Zauderer LLP

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

Brent discusses buy-sell agreements for small or family businesses. He explains how they work, the different versions (buy-sell, cross-purchase, dual), who they should apply to, and how they can be structure for payments. These agreements help preserve generational wealth in small businesses by clearly defining the economics between owners and the owners’ families. They also protect against bad actors, divorce, death, and incapacity–all events that can be detrimental to any small business.

You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Ashley Francis about the emergence of ChatGPT and how it can improve your business. They discuss the technology, how to use ChatGPT, where they foresee it going, and whether it will replace professional service providers. They also offer practical tips on how to start integrating it into your business now.

Ashley Francis is the owner of the Francis Group, PLLC, a CPA firm that offers sophisticated, personalized tax and accounting services tailored to your needs. Its team of highly qualified experts will guide you on an individualized journey toward preserving your assets for future generations. Whether your goal is to protect your wealth for your family or make a positive impact through charitable giving, we can help you achieve it.

The Francis Group can be found here https://francisgroupsea.com/

Ashley can be found on Twitter @seattle_tax

You can also subscribe to Ashley’s newsletter about AI and ChatGPT here: http://Kitchentableautomations.Substack.com

You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

In this episode of our podcast, “How Financial Planning is Like Fly Fishing,” Brent is joined by seasoned financial advisor Doug Nelson. Brent and Doug dive deep into how different asset classes with varying time horizons can be key components of a successful financial plan, and how being flexible with different forms of investments can lead to financial success. Tune in now to learn how to navigate asset classes like a pro!

You can learn more about Doug here: https://tciwealth.com/employee-directory/doug-nelson/

You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

In this episode, Brent sits down with Kyla Denanyoh, the host of the successful podcast, You Are A Lawyer. Kyla shares her experience on how she built and sustained her audience while working. She provides tips on how to start and grow your own podcast, and overcome obstacles along the way. Tune in to learn from Kyla’s journey and gain insights on how to create a podcast that will attract and engage your listeners.

You can learn more about Kyla here: https://www.youarealawyer.com/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent discusses the latest topics in international estate planning. As an estate planner, it is crucial to keep in mind that your clients are human, with concerns about managing incapacity and death, regardless of their citizenship or residency status. However, for world travelers, the complexity of estate planning increases significantly. Brent discusses five things to keep in mind when planning for the international client:

1. Remember you are dealing with a human. Adequate powers of attorney, trusts when appropriate, wills or other testamentary instruments are just as important for non-citizen non-resident clients as they are for citizens and residents.
2. Don’t assume what works here will work in their home jurisdiction. The world is complex, and foreign legal systems are often sophisticated. It is crucial to consult with a competent professional in the client’s home jurisdiction.
3. Check if there is a relevant tax treaty for income or transfer taxes. In some cases, tax treaties can rewrite the rules that ordinarily apply.
4. Carefully review all property your client owns in the US. Some property here is not subject to estate tax for non-residents, while some is. It is important to understand the difference, which can often be illogical.
5. Don’t forget to ask about where all relevant family members are resident. Estate planning for non-citizen non-resident clients often requires planning for the laws of multiple countries, which may require a team in multiple countries to properly plan and coordinate.

By keeping these five things in mind, estate planners can provide valuable advice to world traveling clients and ensure that their estate planning goals are achieved. As you plan for your clients, remember that estate planning for world travelers requires unique consideration and attention to detail.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Geoff Grenert, the founder of Cypress Strategies, about how to optimize your decision making process around personal wealth.

Geoff has been working with affluent families and businesses since 1997, helping them achieve their goals and objectives. He is a nationally-recognized expert in the design and acquisition of large life insurance policies, and he has helped many clients make informed decisions about their personal wealth.

During their conversation, Brent and Geoff discuss how to manage emotions when making decisions, especially around money. They also explore how having an objective investment plan can prevent costly mistakes and ensure long-term success.

Geoff shares his insights on decision-making, based on his many years of experience working with clients. He stresses the importance of understanding one’s goals and objectives, creating a plan to achieve them, and using a team approach to implement that plan.

Throughout the episode, Brent and Geoff offer real-life examples of how they, and their clients, have learned to manage the decision-making process for better outcomes. From success stories to challenges faced along the way, this episode offers valuable insights for anyone looking to optimize their decision-making process around personal wealth.

So, if you’re looking to improve your decision-making skills and achieve your financial goals, be sure to tune in to this episode of Wealth and Law with Geoff Grenert.

Geoff can be found here: https://cypressnv.com/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Join Brent and Mykail James as they discuss the art of being financially savvy. Together, they dive deep into the topic of mastering the art of being financially savvy. Mykail shares her expertise on budgeting and provides valuable insights on how to control your personal finances. Brent and Mykail also explore the psychology of money and the emotional barriers that can hinder financial success. Tune in to learn how to take control of your financial future and become financially savvy.

Being financially savvy is an essential skill that can help you achieve your financial goals and lead a more comfortable life. It’s all about making smart decisions with your money, and Mykail James is an expert at helping people do just that.

Brent and Mykail start their conversation by discussing the basics of budgeting. Mykail provides useful tips and tricks for creating a budget that works for you. She explains how to track your spending, identify areas where you can cut back, and set realistic financial goals.

Next, Brent and Mykail delve into the psychology of money. Brent and Mykail explore the emotional barriers that can hinder financial success, such as fear, anxiety, and uncertainty. They discuss how to overcome these barriers and develop a positive mindset that will help you achieve your financial goals.

Throughout the conversation, Brent and Mykail emphasize the importance of taking control of your financial future. Whether it’s starting to invest in a 401(k) or beginning the process of estate planning, we encourage listeners to take action and make smart decisions with their money.

In summary, being financially savvy is a critical skill for anyone looking to achieve financial freedom and stability. In this podcast, Brent and Mykail James provide valuable insights and practical tips to help listeners take control of their finances and achieve their financial goals. Tune in to learn how to become financially savvy and take control of your financial future.

Mykail and her blog can be found at https://www.boujiebudgets.com/about

She is on Youtube: https://www.youtube.com/@BoujieBudgeter

She can also be found on Instagram at https://www.instagram.com/theboujiebudgeter/ and Twitter @BoujieBudgeter

Her Facebook Group “Young, Rich & Responsible” is here https://www.facebook.com/groups/yrrcommunity/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Alex Sonkin about building and operating virtual family offices. They talk about how accountants can focus on their largest clients, provide high level planning, and leverage the unique relationships they have to grow strong family office services.

Brent and Alex discuss family offices and the Due Diligence Project. Family offices are private wealth management firms that manage the financial and personal affairs of high-net-worth families. The Due Diligence Project brings these services to accounting firms, vetting key service providers, and acting as the Amazon of family office resources.

Brent and Alex discuss how accountants, with their close client relationships and tax expertise, are uniquely positioned to offer valuable family office services through a virtual family office structure. They dive into the key aspects of services that accountants need to bolster their family office offerings, including conducting background checks, reviewing financial statements and projections, assessing risk management practices, choosing proven tax strategies, and finding experts in the legal, investing, and business arenas.

Maintaining a strong network of trusted advisors and service providers, such as attorneys, accountants, and consultants, is also crucial. Tune in to learn more about family offices, the Due Diligence Project, and how they can help high-net-worth families, investors, and their advisors make informed decisions.

Alex Sonkin is the founder of The Due Diligence (DDP) Project and The Virtual Family Office (VFO) Hub, a revolutionary platform of vetted resources that supports hundreds of leading Tax-Focused CPA firms and the Family Offices around the country.

Mr. Sonkin has authored a book, called “The Due Diligence Project” and has been published in “Money Matters Volume #2”, both available on Amazon. Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project Podcast.

Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).

Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.

Alex can be found here: https://duediligenceproject.com/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats about bias in one’s analysis. He discusses how to spot it, gives reasons for why we all have bias in the way we analyze problems, and how to prevent it.

Brent discusses an important topic that affects all of us: bias in our analysis. Bias can cloud our judgment, distort our perceptions, and lead us to incorrect conclusions.

Brent explains how to spot bias in your own analysis, and why it’s so difficult to eliminate it entirely. He gives examples of common biases and offers practical tips for overcoming them.

To prevent bias in your analysis, Brent recommends taking a systematic approach. He emphasizes the importance of being aware of your own biases, and actively seeking out feedback and alternative viewpoints.

Tune in to learn more about how to spot and prevent bias in your analysis, and become a more effective and objective problem solver.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Reetu Pepoff about the ins and outs of international tax planning for cross border estate planning clients. They discuss the different income, gift, and estate tax rules and common ways to effectively plan.

Reetu Pepoff is an Assistant General Counsel and Senior Vice President within the Legal Department at Northern Trust Chicago. Her role includes all aspects of advising Northern’s fiduciary practice, with particular focus on avoiding conflicts of interest, supervising litigation involving Northern in its fiduciary capacity, and administering foreign and directed trusts.  Reetu also dedicates a significant portion of her time to supporting Northern’s international fiduciary practice, working with partners to administer offshore trusts and deliver fiduciary services through Northern’s affiliate in the Cayman Islands, Northern Trust Cayman International, Ltd. She is also an adjunct professor of law at the Northwestern Pritzker School of Law.

She can be found at rp176@ntrs.com, and (312) 444-4977.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of Northern Trust or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Gary Pattengale about how clients can use after-tax strategies to improve their investing and planning outcomes. They discuss things like Roth IRAs, utilizing losses, counseling clients on the complexity, and helping people make informed decisions.

Gary Pattengale serves as a Senior Vice President, Advanced Planning Specialist and Wealth Advisor in Mesirow Wealth Management. Gary acts a centralized, specialized resource advising clients on tax implications and strategy considerations when building comprehensive financial plans.

Gary has over 30 years of experience in the financial services industry. Prior to joining Mesirow in 2024, Gary helped individuals, families and entities with their investment and financial planning needs as well as helping corporate executives and key employees navigate their stock-based compensation plans at companies such as Corient and Northern Trust. He also served in various accounting and auditing roles.

Gary earned a Bachelor of Science in Accounting from Northern Illinois University and has also earned his CERTIFIED FINANCIAL PLANNER®  designation and has previously held the Certified Public Accountant certification.

Gary can be found at: Gary Pattengale | Mesirow Employee Bio

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

Brent chats with Rachel Sass about the U.S. Supreme Court case Bittner v. U.S., where the Court decided the non-willfulness penalties for FBARs is $10,000 per filing, not per account. This case changed the IRS’s long-time position. Brent and Rachel discuss the case, the reasoning, what it means for FBARs, and what they expect in the future.

Rachel Sass is an experienced estate and tax planning attorney in Arizona.  Ms. Sass has helped clients throughout Arizona establish their individualized estate plans to ensure peace of mind for their families.

Her practice is concentrated in estate and tax planning, probate and trust administration, guardianship and conservatorship matters, and business law.  Ms. Sass is well-versed and enjoys helping her clients prepare estate plans in a wide variety of circumstances, from simple plans to complex plans for high net worth individuals and families.  She understands that the big picture must be looked at for long-term planning—including assisting business owners with developing succession plans, incorporating established charitable giving plans into an estate plan, and creating lasting family structures for generational wealth.

Ms. Sass is committed to helping her clients create a straightforward estate plan for their loved ones, plan for potential incapacity, understand and plan for federal estate and gift tax, and establish their legacies.

She is a distinguished speaker on estate planning.  Ms. Sass appears regularly as a guest on the popular Wealth & Law Podcast, and frequently speaks and writes on estate and tax developments.

Ms. Sass is a Tucson-native and double Wildcat.  She graduated summa cum laude and with honors from the University of Arizona in 2013 with her bachelor’s in political science, and later graduated cum laude from the University of Arizona, James E. Rogers College of Law in 2018.  Rachel additionally graduated in 2021 from the Greater Tucson Leadership program.  She is a former Miss Arizona United States and enjoys serving her local community.  In her spare time, she and her husband and can be found hiking around Southern Arizona with their son and three dogs.

You can find Rachel here: https://www.rimonlaw.com/team/rachel-sass/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats about whether having a podcast is a good idea.

He shares how to think about starting one, the equipment he uses, and generally gives you a how-to guide on hosting and running a podcast.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Tony Yu about estate planning for Chinese clients. They talk about the culture, what motivates investments in the US, and special considerations from a trust and tax perspective.

Tony is the owner of DSG Trust Law. He graduated cum laude from UCLA with degrees in Business–Economic, Communications, and Accounting. Tony is fluent in English, Mandarin, Spanish and Taiwanese. Tony was a Trust Attorney at Holland & Knight LLP,  the largest trust law firm in the US and a former clerk at the Los Angeles Probate Court. ​In 2008 and 2012, the Southern California Super Lawyers Magazine recognized Tony Yu as a “Rising Star” in law (top 2.5% of attorneys).

Tony is also the 2nd Generation Owner of DSG Insurance, which was founded in 1986 by his father, Castor Yu. Utilizing Tony’s diverse legal, accounting, and financial planning background, DSG specializes in Business Protection, Tax & Business Planning, and Wealth Transfer.

Tony can be found here: http://www.dsgtrustlaw.com/

And here: https://www.dsgpcins.com/president/

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Brent discusses some of the less wise “advice” circulating on TikTok recently, including MPI (maximum premium insurance), 401(k)s as a hoax, using trusts to shelter income, and LLCs as the business deduction savior. He digs into each, breaking down how they fall short of their promises.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Rachel Sass about alternative ways to use family limited partnerships (FLPS) beyond gifting and estate tax planning. They discuss (1) preferred partnerships, (2) holding companies, (3) family business governance, (4) cross-border bridges, and (5) income tax basis planning.

Rachel is an attorney at Rimon, P.C., and can be found here Rachel Sass – Rimon Law.

Brent chats with Doug Nelson about how financial planning is just like fly fishing. They analogize the two, including picking the correct fly, preparing your gear, and how to remain flexible in changing conditions. All these tools are essential for both activities, and Brent and Doug deliver the news with plenty of laughing and cajoling.

Brent chats with Alex Wells about how to start your new business. They discuss key issues like (1) deciding which business to start, (2) hiring great people, (3) creating good culture, and (4) scaling through marketing and business development.

Alex Wells is the Co-Founder of Imprint Digital. Over the last 13 years, Alex has been building a stack of experience in diversified business leadership including digital marketing, sales, account management, strategic planning, employee management and development, training, communication, operations, and customer service. He launched professionally with Press-One Customer Care back in 2010. Alex managed relationships with multiple publications throughout the states to help them implement and optimize their marketing, advertising, sales, and customer service at a much lower cost than in-house solutions. This was on the tail end of the recession and the launch of the iPhone in 2007. Many print publications were struggling to balance budgets and keep up with the push to digital which is where he made his impact.

In 2015 he decided to pursue digital marketing exclusively and accepted a role at a SaaS company. He started his role working directly with 100s of businesses to help them develop and scale their digital marketing strategies and reach their growth benchmarks. Alex quickly moved up to be a Director of Marketing where he managed a team of 45 digital marketing experts and was responsible for aiding the team to develop and execute successful marketing strategies. During his time there, the company grew from under 200 employees to just over 600.  

Alex is also the co-founder of Grit Investments, a capital investment company in Northern Colorado. 

The most important part of Alex is his life outside of work. Family and faith first. He has an amazing and successful wife Alyssa and a beautiful baby girl August. They live in Windsor, CO. They love their friends and family and the most important thing to them is relationships and helping people.

You can find Alex here: https://imprint-digital.com/about/alex-wells/

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Brent chats with Ronnie Deaver about how professionals can grow their business through intentional marketing and sales. Though these aren’t skills learned in professional school, Ronnie explains how they can be learned, the importance of sales, and scaling to meet your business goals.

Ronnie is CEO of NoBull Marketing, a lawyer-exclusive marketing agency that specializes in generating leads and helping lawyers better convert more potential clients into paid retainers with Google My Business, Google Ads, and Sales Training.

Ronnie can be found here: https://nobullmarketing.co/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Now what happens? After the 2022 election split control of Congress, what’s next? Brent chats about possible tax law changes, what to anticipate, and where the most change is likely to happen before 2024.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 individualized estate plans to ensure peace of mind for their families.

Her practice is concentrated in estate and tax planning, probate and trust administration, guardianship and conservatorship matters, and business law.  Ms. Sass is well-versed and enjoys helping her clients prepare estate plans in a wide variety of circumstances, from simple plans to complex plans for high net worth individuals and families.  She understands that the big picture must be looked at for long-term planning—including assisting business owners with developing succession plans, incorporating established charitable giving plans into an estate plan, and creating lasting family structures for generational wealth.

Ms. Sass is committed to helping her clients create a straightforward estate plan for their loved ones, plan for potential incapacity, understand and plan for federal estate and gift tax, and establish their legacies.

She is a distinguished speaker on estate planning.  Ms. Sass appears regularly as a guest on the popular Wealth & Law Podcast, and frequently speaks and writes on estate and tax developments.

Ms. Sass is a Tucson-native and double Wildcat.  She graduated summa cum laude and with honors from the University of Arizona in 2013 with her bachelor’s in political science, and later graduated cum laude from the University of Arizona, James E. Rogers College of Law in 2018.  Rachel additionally graduated in 2021 from the Greater Tucson Leadership program.  She is a former Miss Arizona United States and enjoys serving her local community.  In her spare time, she and her husband and can be found hiking around Southern Arizona with their son and three dogs.

You can find Rachel here: https://www.rimonlaw.com/team/rachel-sass/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Darren Case about what planning looks like this year for ultra high net worth families. They discuss how “basic” planning is key, GST tax planning, using general powers of appointment, trust protectors, intentionally defective grantor trusts, structuring trust flexibility, family limited partnerships, and more!

Darren is a shareholder in the law firm Tiffany & Bosco, PA, in Phoenix, AZ. He assists families and individuals in the areas of estate planning, probate, and tax, and is the Co-Author (with Brent Nelson and TJ Ryan coincidentally) of the Arizona Estate Planning and Probate Handbook, published by Thomson Reuters – West. Darren is experienced in a broad range of planning techniques, including traditional wills and revocable trusts, along with more sophisticated planning strategies such as insurance trusts, residence trusts, “defective” grantor trusts, generation-skipping or dynasty trusts, charitable trusts, split-interest trusts, family limited partnerships and intra-family sales and loans, etc. He assists clients by providing tax and estate planning services specifically tailored to each individual client, whether it is a client who has amassed substantial wealth or those who are in the process of accumulating such wealth.  Darren is also experienced in the area of probate and trust administration and litigation, having worked on simple to complex trust and estate matters, and everything in between.

Darren attended Arizona State University for his undergraduate studies, where he received his Bachelors of Interdisciplinary Studies in business and communication. He received his law degree from Chapman University, graduating with an emphasis in taxation, and was the Tax Law Emphasis Honors Graduate of his class. In addition to his law degree, Darren received his Master of Laws in Taxation, with a Certificate in Estate Planning, from Georgetown University.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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 Arizona.  Ms. Sass has helped clients throughout Arizona establish their individualized estate plans to ensure peace of mind for their families.

Her practice is concentrated in estate and tax planning, probate and trust administration, guardianship and conservatorship matters, and business law.  Ms. Sass is well-versed and enjoys helping her clients prepare estate plans in a wide variety of circumstances, from simple plans to complex plans for high net worth individuals and families.  She understands that the big picture must be looked at for long-term planning—including assisting business owners with developing succession plans, incorporating established charitable giving plans into an estate plan, and creating lasting family structures for generational wealth.

Ms. Sass is committed to helping her clients create a straightforward estate plan for their loved ones, plan for potential incapacity, understand and plan for federal estate and gift tax, and establish their legacies.

She is a distinguished speaker on estate planning.  Ms. Sass appears regularly as a guest on the popular Wealth & Law Podcast, and frequently speaks and writes on estate and tax developments.

Ms. Sass is a Tucson-native and double Wildcat.  She graduated summa cum laude and with honors from the University of Arizona in 2013 with her bachelor’s in political science, and later graduated cum laude from the University of Arizona, James E. Rogers College of Law in 2018.  Rachel additionally graduated in 2021 from the Greater Tucson Leadership program.  She is a former Miss Arizona United States and enjoys serving her local community.  In her spare time, she and her husband and can be found hiking around Southern Arizona with their son and three dogs.

You can find Rachel here: https://www.rimonlaw.com/team/rachel-sass/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 California. After a decade practicing with preeminent estate planning law firms in Silicon Valley, Jonathon gained a mastery of virtually every estate and tax planning strategy in existence. With his unique background, Jonathon enjoys a reputation for developing advanced estate planning solutions for high income and high net worth clients whose objectives include income tax and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and asset protection.

Jonathon is also a frequent speaker and nationally recognized expert with respect to a specific type of charitable vehicle: the “charitable lead annuity trust” (CLAT). Jonathon is routinely engaged by clients, advisors and attorneys around the country to implement and provide advice with respect to CLAT planning.

Before relocating to his hometown of Phoenix in 2015 to raise children near his family, Jonathon worked with Silicon Valley’s two largest estate planning law firms – most notably, the personal tax planning group associated with the preeminent venture capital law firm, Wilson Sonsini, which led IPOs for virtually every major Silicon Valley-based company, including Apple, Google, Amazon, Tesla, Twitter, LinkedIn, Netflix, Pandora, and GoDaddy. During this time, Jonathon served as a trusted advisor to hundreds of the wealthiest individuals in the world, including founders, C-level executives, “Midas List” venture capitalists, and angel investors associated with many of the top tech companies.

Equipped with sophisticated tax and estate planning knowledge that is unique to the Arizona legal community, Jonathon quickly distinguished himself after his return to the Valley as one of the Phoenix area’s premier tax and estate planners.

Jonathon can be found here https://www.frgalaw.com/attorneys/morrison

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 on unlocking capital to deliver positive social and environmental outcomes in Australia and the Pacific. 

Recognised by the Australian Government with a ministerial appointment to the Committee for the Accelerating Commercialisation and Incubator Support Initiatives (Department of Industry, Innovation and Science); and advisory roles to the Department of Foreign Affairs and Trade (DFAT) for the Emerging Markets Impact Investment Fund (EMIIF) and Pacific RISE. Bessi was also the architect of the first investment readiness fund for the impact investment space in Australia – now run by Impact Investment Australia (IIA) as the Growth Grant. 

Bessi has a background in management consulting and training, was a Teaching Fellow at the University of Melbourne, is a graduate of the Harvard Kennedy School and the Australian Institute of Company Directors. Bessi was a finalist in the 2017 Telstra Business Women’s Awards.

Bessi can be found here: https://bessigraham.com/ and https://benefit.capital/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 keep more of their money to build long-term wealth. He has build an amazing team of Nontraditional accountants to help combat the IRS bullying. Through his 12+ years of Entrepreneurship he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new owners are forced to deal with. Entrepreneurs can quickly become stressed and burnt out, and often sadly give up on the mission that they set out for. In much the same way that the body needs blood to survive, a business needs cash, the lifeblood of the business, to stay healthy and to grow more resilient.

John can be found at https://incitetax.com/ and https://incitetax.com/about-the-team/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent and Tracy Coenen chat about finding fraud in businesses and divorce, helping people in difficult moments, and red flags of fraudulent financial activities.

Tracy L. Coenen, CPA, CFF, MAFF, is the owner of Sequence Inc. Forensic Accounting, and performs the vast majority of the investigative work on the company’s cases. She has over two decades of experience in accounting and investigations, and has personally investigated more than 500 frauds in a wide variety of industries. Because she is so hands-on in each investigation, Tracy can testify in depositions or trials with confidence.

Tracy can be found here: https://www.sequenceinc.com/about/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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.

Dror Futter is a Partner at Rimon, P.C., where he focuses his practice on startup companies and their investors, and has worked with a wide range of technology companies. His fifteen years’ experience as in-house counsel includes positions with Vidyo, Inc., a venture-backed videoconferencing company, and New Venture Partners, a venture fund focused on corporate spinouts. Prior to that, Mr. Futter was Counsel to the CIO of Lucent Technologies, as well as supporting parts of its sourcing organization.

He can be found at https://www.rimonlaw.com/team/dror-futter/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows – A Complete Resource Guide.

She can be contacted at:

Phone: 212-374-9008

Email: stacy@francisfinancial.com

Website: www.FrancisFinancial.com

She has Incredible Resource Guides:

Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce

Our white paper sheds light on the emotional, legal, and financial difficulties women experience during and after divorce. You can access our white paper online and share it with others here:https://francisfinancial.com/divorce/

Financial Help for Widows: A Complete Resource Guide

The death of a loved one can be one of the most traumatic events someone can experience. It can bring sadness, anger, pain, and of course grief, in all its forms. To overcome this challenging time, Francis Financial created a step-by-step guide to help women, after losing a spouse, prepare financially and shepherd them through any legal matters, while also providing tools to allow them take care of themselves, emotionally.

Here are a few resources included in our Widow Resource Guide:

• Put Your Team In Place – Understand the role of your estate planning attorney, financial advisor and therapist
• The Finances – Everything you need to know for the short-term and long-term (A checklist of documents to collect, helpful worksheets and a guide to protect against identity theft) 
• Self-Care – A guide to the physical impact of grief and how to cope with the effects
• Case studies sharing various scenarios widows face

You can also access the complimentary resource guide on our website here: https://francisfinancial.com/financial-help-for-widows/

You can also check out Savvy Ladies at: https://www.savvyladies.org

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 the co-founder and partner of Tri-Merit Specialty Tax Professionals,  is a widely followed author, lecturer and podcast host for the accounting profession. 

Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country. 

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy efficient incentives (179D and 45L), and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.

Randy can be contacted here https://tri-merit.com/staff/randy-crabtree/

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 to save money and how to make money. As a result of Anderson’s tax work with tens of thousands of successful investors including preparing over 100,000 investor tax returns, Toby has pieced together their methods to building wealth and now educates on the surprisingly simple processes.

Toby can be found here https://tobymathis.com and https://andersonadvisors.com/tobymathis-2/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 dealing with business entities in the near future will need to become very familiar with this Act to avoid its civil (and potentially criminal) penalties.

Gary Fletcher is an attorney and CPA at the firm Nystedt & Fletcher, PLLC in Tucson, Arizona. Gary practices tax accounting and estate planning, and is a Fellow in the American College of Trust and Estate Counsel (ACTEC). Gary can be reached at (520) 881-3900, gfletcher@nflegal.com.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Daniel Yoo about the ways that AI is (and is not) changing the world of wealth management. They talk about innovations, the current state of the AI market, how AI can be used in bespoke ways, and limitations of AI that are still yet to be solved.

Daniel Yoo is the founder and CEO of FinMate AI, a custom Agentic AI development platform automating back office work as well as an AI Notetaker specifically designed for financial advisors. With a unique combination of financial advisory experience and technical expertise, Daniel spent seven years as a financial advisor at major firms, including Equitable, TD Ameritrade, and Schwab, where he oversaw $800 million in client assets as a Senior Advisor. His educational background includes two bachelor’s degrees from UCBerkeley (Economics and Molecular Cell Biology with a specialization in Developmental Genetics) and a Master of Science from Johns Hopkins in Applied Economics, focusing on machine learning and AI for asset price predictions. After his advisory career, Daniel spent time in the fintech space before founding FinMate AI in May 2023. He continues to maintain his FINRA series licenses through FINRA’s MQP program and holds L&H and P&C insurance licenses.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

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, working in the Tucson office of Rimon, P.C.  Rachel has helped clients throughout Arizona establish their individualized estate plans to ensure peace of mind for their families. You can contact her here: https://www.rimonlaw.com/team/rachel-sass/.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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 moving to Florida from his home state of Nebraska. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning.

Kris can be found here: https://www.lpfadvisors.com/team/kristopher-flammang

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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.

PowHERhouse Money focuses on business coaching for ambitious women, wealth coaching and educational programming! Wilcox Financial Group is a comprehensive financial planning firm. It was founded to create an environment that’s progressive and client centric with outstanding high-touch service.

Nicholle is the Co-Author of the best-selling book Money Bitch: A no BS guide for smart women to own their financial future.

Empowering women isn’t only a mission for Nicholle through her companies but also in her personal life as she serves on the Board for Girl Scouts of WNY, SheCAN!, and The Center for Hope of WNY.

She’s a fitness fanatic, outdoors lover, caffeine addict and Audible obsessed.

Nicholle’s contact particulars can be found here https://www.wilcoxfinancialgroup.com/team/nicholle-overkamp-mba