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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.
Blog, Podcast, Collaboration
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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.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Reetu Pepoff about the ins and outs of international tax
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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.
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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.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Tony Yu about estate planning for Chinese clients. They talk
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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.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Rachel Sass about alternative ways to use family limited partnerships
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Doug Nelson about how financial planning is just like fly
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Alex Wells about how to start your new business. They
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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 school, Ronnie explains how they can be learned, how important sales are, 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/.
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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.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Rachel Sass about how to close out 2022 and make
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week’s episode is a rewind of a popular conversation Brent had with
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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.
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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.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with John Briggs about how companies can grow in a smart
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Brent and Tracy Coenen chat about finding fraud in businesses and divorce, helping people in difficult moments, and red flags of fraudulent financial activities.
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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.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Stacy Francis about helping women make strategic money decisions after
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Randy Crabtree chat about how people can use energy efficiency tax
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Toby Mathis about strategies for business ownership. They cover the
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Gary Fletcher about the soon-to-be-effective Corporate Transparency Act. The Act
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel Sass discuss Patagonia’s founder, Yvon Chouniard, giving away his interest
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Kristopher Flammang about personal finance after the pandemic. They discuss
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Nicholle Overkamp about how to make wise money and business
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Richard Claywell joins the podcast to discuss business valuations. He and
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Gray Edmonson about business succession planning. They discuss how to
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Rachel Sass about the Inflation Reduction Act. They discuss the
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAugust is National Make a Will Month! Only 48% of American adults have
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome to the Wealth and Law Estate Planning Bootcamp! In this series of
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent talks with Cary Stamp about the ins and outs of life insurance
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses how inflation is not a death knell to wealth transfer planning.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with T.J. Ryan about how to choose a trustee in a
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats about estate tax (and some income tax) risks to foreigners owning
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Penny Phillips about how she is building the modern registered
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent rewinds one of our most popular episodes with Kyle Larson and Lily
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Deborah Plum about techniques to maximize wealth transfers in a
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the proposed regulations under the SECURE Act. He explains the rules
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Amy K. Kanyuk about trust decanting. They get into the
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Joel Revill chat about crypto currencies and trust administrations. They dig
Estate planning can be a daunting, though important, topic. And, it is a topic that matters to almost everyone. Yet, so many people still misunderstand
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Evan Unzelman about rolling over income interests in charitable remainder
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Doug Nelson about what has happened in the markets during
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the limits of Grantor Retained Annuity Trusts (GRATs). He talks about
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent talks with Gary Fletcher about Arizona’s SALT deduction workaround, how to plan
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses some of the highlights from the 2022 ACTEC Conference, including Build
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the war in Ukraine, some of the issues and arguments that
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Patricia Annino about special considerations in estate planning for women.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Reetu Pepoff discuss racial inequities in estate planning in the United
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Frazer Rice about how to preserve generational wealth. They discuss
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent chats with Lily Styrmoe about sustainable investing and ESG (environmental,
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent discusses charitable remainder trusts. He covers how they are structured,
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the podcast Brent discusses how volatile markets, combined with low
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWhat’s happening in the markets this year? This week, Brent and Rachel sit
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreA new year calls for tuning up your finances! This week on the
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith the hot real estate market, we’re constantly hearing from clients about investing
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent, Rachel, and Deborah get together to share a few New
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOver the weekend, the Build Back Better Act was dealt a devastating blow
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe Britney Spears conservatorship is finally over…or is it? On this week’s episode
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThere’s just a little more than three weeks left before the the end
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the podcast we share a few of our favorite highlights
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined again by Darren Case to discuss
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel chat with Shauna A. Wekherlien, CPA, MTax, CTC, CTS (aka
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreHere we go again–another round of new tax proposals! The House recently released
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel chat with the incredible Carolyn McClanahan, M.D., CFP,
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel discuss several themes circulating in the media (conventional and social).
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat with Doug Nelson on the status of
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent catches you up on what is happening in the news
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWhile Congress negotiates the terms of the Reconciliation Bill and what tax changes
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreJenna Rubin joins the podcast again to discuss Florida’s new directed trustee statute.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent joins John Strohmeyer on John’s show, Tax Talk, to discuss
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreIt’s the moment we’ve been waiting for all year! On Monday, September 13,
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe’ve talked a lot already about proposed tax law changes in the U.S.
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCryptoassets are all the rage in 2021. From Bitcoin to NFTs (non-fungible tokens),
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreLinkedIn, Facebook, Instagram, TikTok–there’s so many social media platforms these days, but how
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreHit me baby one more time–it’s another Britney Spears episode! There’s been a
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe love talking about philanthropy and how individuals and families can incorporate charitable
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCan you believe it that the year is already half over? This year,
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith the world starting to open up, individuals and families are starting to
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOn this week’s episode of the Wealth & Law Podcast, Brent and Rachel
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MorePlanning for retirement is one thing. But planning during retirement is another. This
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel bring back Shiraz Ahmed to talk about cross
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel are joined
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Rachel and Brent talk with Andrea Carr about tax planning in
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent is joined by special co-host Gary Fletcher to discuss the
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, the ladies take over the
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreSometimes, it just feels good to get something off of your chest. So
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe hardly ever focus on a particular Internal Revenue Code Section on the
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe Biden tax plan has gotten a lot of attention lately as there
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe love talking about charitable giving on the Wealth & Law Podcast. In
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down