PODCAST

Navigating Equity Compensation packages

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreOn this week’s episode, Brent and Rachel sit down with Samuel

Common Cross Border Tax Surprises

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week, Brent and Rachel sit down with Shiraz Ahmed to

Lessons From The Trump Tax Returns

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week we discuss the recent New York Times article disclosing

Nevada Trust Law

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel sit down with S. Victoria Kahn to discuss

Final Quarter Financial Review

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel speak with Doug Nelson, of TCI Wealth Advisors,

Easing Into the Knowledge of Wealth

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined by A.J. Price, CPA,

LIVE! Using Extra Estate Tax Exemption

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week’s episode is the Live recording from Friday, August 28,

Estate Planning Before and After Divorce

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week Brent and Rachel are joined by Kayla Bernays to

Covid, the Biden Tax Plan, and Estate Planning

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week Brent is joined by special co-host Darren Case to

Money Savage Podcast: International Tax and Estate Planning

Brent joins George Grombacher on the Money Savage Podcast. They talk about the estate and tax planning considerations for people living in or owning assets

Is everything Community Property (Basis)?

The tax benefit of community property is that at the first spouse’s death, ALL of it receives a new tax basis. This eliminates all accrued

LIVE: Top Ten Ways to Build Family Wealth

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week’s episode is from the first ever live recording of

Using Revocable Trusts

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreThis week Brent and Rachel are joined by Shawn Garner to

Fintech and Financial Literacy

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel are joined by Mykail James to discuss financial

Money Stories

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel are joined by Eugenie George to discuss money

The Insiders Take on Investment Management

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel are joined by Ken Morris, CFA, CFP, to

Deferred Annuities Don’t Build Legacy Wealth

As in most difficult economic times, commercial deferred annuities are being shopped as secure sources of long-term investment returns. But are they worthwhile? While there

Episode 16: The Power of the Step-Up in Basis

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel sit down with Kim Paskal to discuss how

Episode 15: The Role of Technology in A Distributed Workforce

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel chat with Allison Duffy, the President and CEO

Episode 14: CARES Act Retirement, Qualified Improvement Property, and NOL Changes

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel speak with the wonderful Nicole Harrigan about significant

Episode 13: Financial Planning During COVID-19

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent and Rachel are joined by Doug Nelson, CPA, PFS, to

Accidental Americans

Even non-US citizens who don’t want to be subject to the US tax system can sometimes be pulled into it. This is largely due to

Episode 12 (Express): We Are Anti-RACIST

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreWith everything that is happening in the wake of the killing

We are Muted.

Normally on Wednesday we would publish our new podcast episode, but this week we wanted to mute our personal content to amplify black voices. We

Two Special Trusts to “Stretch” IRAs

After the SECURE Act, most IRA beneficiaries are required to withdraw the balance of the account within 10 years after the owner’s death. The details

Episode 11: Mom Died, Now What?

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreWant to know what happens after a loved one dies? Brent

Episode 10: Asset Protection (Part 2)

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreWe continue our conversation with Isaac Rothschild on Asset Protection planning

Episode 9: Asset Protection (Part 1)

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreIsaac Rothschild joins Brent Nelson and Rachel Sass to talk about

Other Tax-Saving Moves in a Low Interest/Value Time

We are living in a difficult moment. Businesses, families, and individuals are struggling because of the COVID-19 pandemic. And, the struggles are largely not anyone’s

Episode 8: Electronic Wills

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreJenna Rubin joins Brent Nelson and Rachel Sass to talk about

The Legal Sins of Influencers

So you’re an influencer (or wannabe). That’s pretty great. It probably means you have a knack for understanding what people (at least your group) enjoy,

Episode 7: What You Need To Know About Life Insurance

Brent Nelson and Rachel Sass are joined by Kevin McMahon, CLU, ChFC, of WealthPoint (https://wealthpoint.net/our-people/), to discuss life insurance. They get into depth on different types of policies, evaluating a client’s needs for life insurance, the tax treatment of the products, and whether life insurance should be viewed as a separate asset class.

CARES Act Supplements Charitable Giving

The CARES Act, which went into law on March 27, 2020, has several provisions that can supplement charitable giving at almost any level. Largely, this

Episode 6: Is America Safe For Canadians?

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | More In Episode 6, host Brent Nelson is joined by Rachel

Episode 5: SECURE Act Top 5 + Trusts

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent Nelson is joined by Rachel Sass to discuss the SECURE

5 Ways to Secure Wealth in a Downturn

Although economic downturns, such as the one we are currently experiencing, can have real hardships for many people–there are silver linings for those fortunate to

Episode 4 (Express): Employee Retention Credit

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent Nelson and Rachel Sass discuss the basics of the Employee

Episode 3 (Express): Payroll Protection Program

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent Nelson and Rachel Sass discuss the basics of the Payroll

Episode 2: Trusts

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreBrent Nelson and Rachel Sass discuss trusts: their history, what they

Episode 1: Introduction

Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreWelcome to the Wealth and Law Podcast. In Episode 1, your

Family Businesses Need the Payroll Protection Program Now

Many clients are asking about the Payroll Protection Program (PPP).  Here’s a slide deck to help out (based on April 3, 2020 guidance).   Payroll

Estate Planning During the COVID-19 Pandemic

The COVID-19 outbreak has shown us that now—more than ever—we need to protect the health and safety of our loved ones.  In addition to practicing

COVID-19 Has Changed Charitable Trust Planning

COVID-19 is a public health issue that goes far beyond the bounds of this blog. However, focusing only on the economic side of the equation,

Recent Cases Highlight Pitfalls of Unreported Foreign Accounts (Part 2)

As I previously described, in Part 1, under the Delinquent Filing Procedures, a taxpayer with unreported foreign accounts or assets can file the foreign reports

Recent Cases Highlight Pitfalls of Unreported Foreign Accounts (Part 1)

Three cases were recently decided against taxpayers that shed light on the hurdles Americans must climb if they have unreported foreign accounts or assets. As

Using Limited Partnerships To Bridge International Borders

Planning for an estate that spans multiple international jurisdictions is challenging. One of the hardest aspects is to create a structure that allows family members

Trusts Are Now the Best IRA Beneficiaries

I have previously written about the complexity that the Secure Act has introduced to trust beneficiaries here and here.  I also previously suggested that under

IRA Trust Beneficiaries After The Secure Act

There are two schools of thought on naming at trust as a beneficiary of an IRA: (1) NEVER DO IT, and (2) do it if

SECURE ACT TOP 5

The SECURE Act became law on December 20, 2019. It changes quite a few of the rules relating to retirement plans, but there are really

Be the Right Kind of Control Freak

It is easy to complain about control freaks. They cling onto projects, micro manage, don’t trust other people, and can be over bearing. But, being


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