Cooking Up Wealth

Cooking Up Wealth

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Host, Chris Jackson, is a certified financial planner and founder of Lionshare Partners, a wealth management firm. The Cooking Up Wealth Podcast is dedicated to educating law students, associates, partners, in-house counsel, self-employed and district attorneys about personal finance and building we…

Chris Jackson


    • Nov 30, 2018 LATEST EPISODE
    • infrequent NEW EPISODES
    • 8m AVG DURATION
    • 3 EPISODES


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    Latest episodes from Cooking Up Wealth

    Universal Life Insurance Lawsuits Underscore Product Risk

    Play Episode Listen Later Nov 30, 2018 6:18


    Attorneys need to be vigilant with their Universal Life (UL) policies and get a second opinion from a fee-only fiduciary. Because UL policies contractually allow insurers to adjust insurance costs up to a maximum rate (sometimes an increase into the double and triple digits on a percentage basis) based on certain factors. Time after time, […]

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    Partial Repeal of Prop 13 and Avoiding Capital Gains with the New Opportunity Zone Tax Credit

    Play Episode Listen Later Nov 30, 2018 9:37


    Two years from now, California voters may have a chance to touch the third rail of state politics…proposition 13. A coalition of good-government groups, social justice organizations, affordable housing advocates and teachers unions held press conferences across the state today announcing they had submitted signatures for a measure that would significantly increase property taxes on […]

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    Five Strategies to Consider When Your Spouse’s Business Has a Net Operating Loss

    Play Episode Listen Later Nov 30, 2018 8:05


    If you’re trying to find ways to deduct those losses against your attorney income or restructure your investments this is a great episode to pick up some tips. Tax reform made a lot of good changes in the tax law for the small-business owner. But the changes to the net operating loss (NOL) deduction rules […]

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