Vacation Homes–Rewind

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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Optimized Charitable Lead Trusts

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

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

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with John Briggs about how companies can grow in a smart

Discovering Fraud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the proposed regulations under the SECURE Act. He explains the rules

Trust Decanting

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

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

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

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

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

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

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses some of the highlights from the 2022 ACTEC Conference, including Build

Ukraine

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

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

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

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Frazer Rice about how to preserve generational wealth. They discuss

Sustainable Investing

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

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

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

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

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

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

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?

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

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

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

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

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