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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
Optimized Charitable Lead Trusts
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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.
Finding Meaning in Profit
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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.
Smart Business Growth
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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
Discovering Fraud
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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.
Family Offices and Private Equity
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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.
Money and Divorce
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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
Energy Efficiency Tax Credits
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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
How to Own a Business
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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
Corporate Transparency Act
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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
Where the Fleece Vests Roam
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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
Post-Pandemic Personal Finance
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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
Wise Money Moves in Troubled Times
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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
Getting a Good Valuation
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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
Business Succession Planning
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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
Inflation Reduction Act
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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
National Make a Will Month
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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
Estate Planning Bootcamp: Will
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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
Estate Planning Bootcamp: Durable Powers of Attorney
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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
Estate Planning Bootcamp: Health Care Powers of Attorney
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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
Estate Planning Bootcamp: Revocable Trusts
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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
Estate Planning Bootcamp: The Different Fiduciary Roles
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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
Life Insurance for Foreigners
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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
Planning With Inflation
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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.
Trustees for Blended Families
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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
Foreign Real Estate Ownership
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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
Building a Modern Practice
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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
Building Generational Wealth-Rewind
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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
Maximize Low Markets
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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
The SECURE Act Proposed Regulations
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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
Trust Decanting
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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
Crypto Currencies and Trusts
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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
Five Things You Get Wrong About Estate Planning
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
CRT Rollovers
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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
Educating Youth About Personal Finance
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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
The Limits of GRATs
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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
SALT Deduction Workarounds
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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
ACTEC Conference Highlights
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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
Ukraine
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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
Estate Planning for Women
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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.
Racial Inequality in Estate Planning
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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
Preserving Generational Wealth
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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
Sustainable Investing
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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,
Charitable Remainder Trusts
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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,
Planning in a Volatile Market
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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
2022 Market Update
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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
Financial Planning Tune Up
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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
Real Estate Investing
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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
Estate Planning New Year’s Resolutions
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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
What’s Happening to the Build Back Better Act?
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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
The End of the Britney Spears Conservatorship
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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
Top Five Things to do Before the End of the Year
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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
Podcast Highlights
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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
Year-End Planning Around Tax Changes
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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
Money Saving Tax Tips
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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
The Newest Tax Proposals
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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
Protecting Against Elder Abuse
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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,
Billionaire’s Get Taxed
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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).
What’s Happening in the Markets?
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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
Catch the News?
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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
How to Plan with Proposed Tax Changes
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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
Directed Trustees
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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.
Tax Talk With John Strohmeyer
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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
What’s In the New Proposed Tax Bill?
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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,
U.S. & Canada Proposed Tax Changes
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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.
Wealth Planning & Cryptoassets
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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),
Social Media Marketing for Professionals
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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
Building a Modern Estate Planning Practice
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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
Britney Spears Conservatorship Update
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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
Donor Advised Funds
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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
Hot Planning Issues This Year
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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,
Personal Finance & Travel
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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
Buy-Sell and Cross Purchase Agreements
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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
Income in Retirement: Financial Planning for Life 2.0
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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
Cross Border Investing and Retirement Planning
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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
Medicaid and Long Term Care Planning
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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
Hawaii Tax Planning
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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
What’s in the Green Book?
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Must Have Estate Planning Documents
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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
Life Settlement Transactions
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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
Things That Grind Our Gears This Week
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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
The Perils of IRS Code Section 2104(b)
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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
What We Know Today About the Proposed Biden Tax Plan
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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
Forming Your Own Non-Profit
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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
New York Estate & Tax Planning
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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
Incorporating Charitable Planning into Your Portfolio & Tax Strategy
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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
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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
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCan you believe that we are already wrapping up the first quarter of
Attorney Wellness
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The Power of Cryptocurrency
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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
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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
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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
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Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAfter a year of sheltering at home, you are probably just as anxious
Demystifying Investments
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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
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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
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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
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