Year-End Planning Around Tax Changes

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined again by Darren Case to discuss

Money Saving Tax Tips

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel chat with Shauna A. Wekherlien, CPA, MTax, CTC, CTS (aka

The Newest Tax Proposals

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreHere we go again–another round of new tax proposals! The House recently released

Protecting Against Elder Abuse

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel chat with the incredible Carolyn McClanahan, M.D., CFP,

Billionaire’s Get Taxed

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel discuss several themes circulating in the media (conventional and social).

What’s Happening in the Markets?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat with Doug Nelson on the status of

Catch the News?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent catches you up on what is happening in the news

How to Plan with Proposed Tax Changes

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWhile Congress negotiates the terms of the Reconciliation Bill and what tax changes

Directed Trustees

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreJenna Rubin joins the podcast again to discuss Florida’s new directed trustee statute.

Tax Talk With John Strohmeyer

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent joins John Strohmeyer on John’s show, Tax Talk, to discuss

What’s In the New Proposed Tax Bill?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreIt’s the moment we’ve been waiting for all year! On Monday, September 13,

U.S. & Canada Proposed Tax Changes

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe’ve talked a lot already about proposed tax law changes in the U.S.

Wealth Planning & Cryptoassets

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCryptoassets are all the rage in 2021. From Bitcoin to NFTs (non-fungible tokens),

Social Media Marketing for Professionals

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreLinkedIn, Facebook, Instagram, TikTok–there’s so many social media platforms these days, but how

Building a Modern Estate Planning Practice

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down

Britney Spears Conservatorship Update

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

Donor Advised Funds

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe love talking about philanthropy and how individuals and families can incorporate charitable

Hot Planning Issues This Year

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCan you believe it that the year is already half over? This year,

Personal Finance & Travel

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith the world starting to open up, individuals and families are starting to

Buy-Sell and Cross Purchase Agreements

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOn this week’s episode of the Wealth & Law Podcast, Brent and Rachel

Income in Retirement: Financial Planning for Life 2.0

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MorePlanning for retirement is one thing. But planning during retirement is another. This

Cross Border Investing and Retirement Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel bring back Shiraz Ahmed to talk about cross

Medicaid and Long Term Care Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel are joined

Hawaii Tax Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Rachel and Brent talk with Andrea Carr about tax planning in

What’s in the Green Book?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent is joined by special co-host Gary Fletcher to discuss the

Must Have Estate Planning Documents

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, the ladies take over the

Life Settlement Transactions

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down

Things That Grind Our Gears This Week

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreSometimes, it just feels good to get something off of your chest. So

The Perils of IRS Code Section 2104(b)

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe hardly ever focus on a particular Internal Revenue Code Section on the

What We Know Today About the Proposed Biden Tax Plan

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe Biden tax plan has gotten a lot of attention lately as there

Forming Your Own Non-Profit

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe love talking about charitable giving on the Wealth & Law Podcast. In

New York Estate & Tax Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down

Incorporating Charitable Planning into Your Portfolio & Tax Strategy

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOne of the most frequently asked questions we get from clients is: How

Building Generational Wealth

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreGenerational wealth has been a major talking point on the Wealth & Law

The Aftermath of Game Stop

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCan you believe that we are already wrapping up the first quarter of

Attorney Wellness

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth and Law Podcast, Brent and Rachel talk with

The Power of Cryptocurrency

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCryptocurrency is becoming increasingly more popular with many investors saying that it is

Top 5 Ways to Spend Your Stimulus Check

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith a new stimulus package around the corner, you may be feeling anxious

Does Your Estate Plan Think of Your Pet?

If you are a regular listener of the Wealth & Law Podcast, then you’ve probably heard our special guests in the background—that is, the family

An Estate Planning Attorney’s Perspective of the Britney Spears Conservatorship

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOops, we did it again–we are talking about Britney Spears on the podcast.

Vacation Homes

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAfter a year of sheltering at home, you are probably just as anxious

Demystifying Investments

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel answer the basic investment questions they hear from

Time Is The Missing Ingredient

A significant amount of recent commentary has been devoted to Robinhood, the phone app that lets people trade stocks for free. It is heralded as

US-Colombia Cross Border Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat with Rodrigo Castillo Cottin about US-Colombian cross

Could Capital Gains Look Like IRAs?

One of the Biden tax proposals is actually a two for one deal. Increase ordinary income rates to 39.6% and raise capital gains rates to

Generational Wealth

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined by Anna N’Jie-Konte. Anna has decades

Community Property Hacks

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat about community property. They explain what it

Designating a Trust as the Beneficiary of an IRA in the Age of the SECURE ACT

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe SECURE Act (remember that) has been around for one year now. To

A Lawyer’s Perspective on the Assault on the Capitol

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAmericans across the country were shaken up by the assault on the U.S.

Improving Money Habits

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreIt is probably no surprise to hear that one of the most common

2020 Wrap Up

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel give their wrap up of the podcast in

US-Mexico Cross Border Planning (Part 2)

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreRachel and Brent are again joined by Fernando Barraza for Part 2 of

US-Mexico Cross Border Planning (Part 1)

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel sit down with Fernando Barraza to discuss challenges

Penalty Clauses

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel sit down with T.J. Ryan to discuss the

Digital Marketing For Lawyers and Financial Advisors

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel are joined by Olivia Roberts and David Joseph of Knockout

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