Podcasts about estate tax

In this episode, Ryan Burklo and Alex Collins discuss the impending changes to the Washington State estate tax, including updates to the exemption limits and tax rates. They emphasize the importance of proper estate planning to navigate these changes effectively and ensure that individuals and families can protect their assets and minimize tax liabilities. The conversation highlights the need for coordination among financial advisors, estate planning attorneys, and CPAs to create a comprehensive estate plan that addresses both state and federal tax implications. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Below are the episodes mentioned by Ryan & Alex: Episode 274 https://beerandmoney.libsyn.com/episode-274-top-3-mistakes-of-estate-plans-with-rob-bukacek Episode 281 https://beerandmoney.libsyn.com/episode-281-traversing-the-estate-planning-maze-with-rob-bukacek Takeaways Washington State is considering changes to its estate tax. The current exemption is $2.2 million per person. Proper estate planning is crucial to avoid losing exemptions. The proposed exemption may increase to $3 million. Tax rates are set to increase significantly. Coordination between financial professionals is essential. Real estate values in Washington can quickly lead to estate tax issues. Life insurance can be subject to estate taxes depending on ownership. Individuals should act now to prepare for these changes. Understanding both state and federal estate tax implications is vital. Chapters 00:00 Introduction to Washington State Estate Tax Changes 02:57 Understanding the Current Estate Tax Exemption 06:01 Proposed Changes to Estate Tax Exemption 08:57 Impact of Increased Tax Rates 11:58 Importance of Estate Planning 15:05 Conclusion and Call to Action

Want to keep more of your hard-earned real estate profits? In this episode of Wise Investor Segment, host Matty A. breaks down two of the most powerful (yet underutilized) tax strategies in real estate: cost segregation and bonus depreciation.Discover how savvy investors legally accelerate depreciation, dramatically reduce their taxable income, and unlock massive cash flow—all without buying more properties. Whether you're a seasoned investor or just breaking into the commercial space, mastering these strategies could save you hundreds of thousands—or even millions—over time.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555

In this conversation, John Harcar interviews Jake Hanes, a CPA and real estate investor, discussing various tax strategies for investors. Jake shares his journey from being a CPA to becoming a successful real estate investor, highlighting the importance of understanding numbers in real estate. He recounts early challenges in real estate investments and emphasizes the significance of making informed buying decisions. The discussion also covers common tax mistakes investors make and effective strategies to minimize tax liabilities, including 1031 exchanges and advanced options like Delaware Statutory Trusts and Donor Advised Funds. Jake offers insights into building wealth through real estate and the importance of having a solid team and processes in place. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Washington State Estate Tax Is Changing!

Pete Sepp, President of the National Taxpayers Union, joins host Todd Marquardt to talk about the One Big Beautiful Bill Act & more on this edition of Talk Law Radio. Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses trending and specific topics in more detail with a professional perspective. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/

R. Kenner French discusses effective tax strategies for real estate entrepreneurs, emphasizing the importance of legally reducing tax liabilities. He presents a countdown of the top 10 easy tax hacks, including setting up the right business entities, maximizing deductions, and utilizing proactive tax planning. The discussion highlights the significance of understanding the tax code and leveraging it to one's advantage, ultimately aiming to empower entrepreneurs to keep more of their hard-earned money.Takeaways• Cutting taxes legally is possible with the right strategies.• Many real estate entrepreneurs are unaware of their tax overpayments.• Wealthy individuals employ strategic tax planning rather than guesswork.• Setting up an LLC or S-Corp can significantly reduce tax liabilities.• Real estate professionals can deduct losses against active income.• Maximizing depreciation can lead to substantial tax savings.• Income shifting to family members can lower overall tax burdens.• Investing in real estate through IRAs can yield tax-free growth.• Home office deductions are often overlooked but can save money.• Proactive tax planning is essential for long-term financial success.Sound Bites• Wealthy people do not guess, they strategize.• Setting up an LLC can help you with taxes.• You can deduct all your real estate losses.• Shift income strategically to save money.• Home office deductions can save you thousands.• Be proactive with your tax plan to save money.Listen & Subscribe for More:

Understanding Tax Inequities: Why Billionaires Pay LessIn this episode of 'Therapy for Your Money,' host Julie Herres, an accountant and owner of Green Oak Accounting, delves into the often-asked question of why billionaires seem to pay so little in taxes compared to small business owners. Julie explains the U.S. tax system's design to benefit the ultra-wealthy and explores the 'buy, borrow, die' strategy that allows billionaires to leverage their assets without triggering taxable events. She also discusses estate taxes and how complex legal structures enable the wealthy to pass on fortunes tax-free. This episode aims to educate listeners about these discrepancies and inspire more informed conversations around tax reform.Show Highlights00:00 Introduction to Therapy for Your Money00:44 Why Do Billionaires Pay Less in Taxes?03:18 Understanding the Buy, Borrow, Die Strategy10:46 The Impact of Tax System on Small Business Owners11:55 Estate Tax and Wealth Transfer15:04 Conclusion and Final ThoughtsResourcesMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation Studio

In this episode, Stephen Schmidt interviews John Berlet, a seasoned expert in tax deeds and retirement planning. John shares his extensive experience in the real estate market, particularly focusing on tax deeds and the intricacies of tax lien investing. He discusses the advantages of investing in non-homestead properties, the importance of understanding the redemption process, and how to protect investors in this niche market. John also emphasizes the benefits of using a Roth IRA for tax deed investments and provides insights into the risks and opportunities in the real estate sector.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

 USDA crackdown on SNAP fraud. The EPA looks to revise waters of the U.S. Ag A Farm Credit Bank promotes programs to help young, beginning and small producers. Deadline in an estate tax law exemption that could make it more difficult to inherit the family farm.

In Minnesota real estate taxes on your real estate parcels are due May 15th and October 15th. So here is a message with more details on that.

If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we're heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action.  But right now, lawmakers are locked in a high-stakes budget battle, and no one knows exactly how it'll end. This episode breaks down why that matters not just politically — but for your wallet, your financial plan, and the decisions you might want to make before the rules change.

In this episode, host Rob Wermuth sits down with Dirk Simpson, a seasoned attorney and Partner at Royer Cooper Cohen Braunfeld LLC, for a practical and insightful look at the challenges and opportunities facing business owners and families planning for the future. They unpack what it really means to start early when it comes to succession planning, break down the role of trusts and gifting strategies, and explore how recapitalization can fit into a broader long-term wealth plan. Whether you're thinking about selling a business, transferring wealth, or simply making sure your assets reflect your family's values, this episode is packed with real-world examples and thoughtful takeaways to help guide the journey. ​​______________​​______________​​ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. 

Washington State Estate Tax Changes! Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

In this episode, we discuss the estate tax planning techniques of Nvidia CEO Jensen Huang.

Why $2.2m in assets is the WA estate tax magic number. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

- Why you may want to start passing out your kids inheritance while you are still living- Senate Republicans are considering a bill to eliminate the Estate Tax altogether- Slot machines now account for nearly 70% of casino revenue. How do they make them so addicting?

Think US estate tax doesn't apply to you as a Canadian? Think again — you could be in for a costly surprise. Specifically, we are going to discuss: What is the US Estate Tax  Two questions you need to consider to determine if you are required to pay US estate tax Upcoming changes in 2026 that could expose your worldwide estate tax Strategies to consider to help mitigate or eliminate your exposure Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.  WANT EVEN MORE RETIREMENT PLANNING TIPS? Join thousands of other Canadians and subscribe to the Retiring Canada Newsletter  As a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!  *** EPISODE RESOURCES: 

Many provisions in the 2017 Tax Cuts and Jobs Act are set to expire this year, some that provide important relief for farm families, and twelve states have sued the Trump administration to stop its tariff policy.

The 2017 Tax Cuts and Jobs Act contains provisions that are set to end this year, many of which are beneficial to farmers and ranchers.

(The Center Square) – Illinois House Republicans are calling for reforms to the state's estate tax on farmers, saying it's up to Democrats to find savings to make up for potentially millions of dollars in lost state revenue. Earlier this month, Gov. J.B. Pritzker said he would support a change to the estate tax for family farms as long as proponents bring forward cuts to state spending to make up for possibly lost revenue. “It's a couple few hundred million dollars of revenue to the state,” Pritzker said after Ag Day events at the Illinois State Capitol. “So … if he's able to come with his ideas about how to pay for it, then we ought to talk about it.”

Welcome to another episode of the Life Changing Money podcast!If you own real estate, want to start investing, or have ever wondered what really qualifies as a write-off, this episode is for you. I'm answering real-life questions from my students and breaking down powerful, overlooked strategies that could save you thousands in taxes. From ADU deductions and Airbnb structuring to gifting properties to family—this solo episode is packed with clarity, compliance tips, and must-know tax moves. In this episode, I'm unpacking questions like:Can you build an ADU and write it off as an office?Are fixer-upper renovations tax deductible for interior designers?Can rental losses offset your day job income?Do property expenses count even if you didn't rent it out yet?Bought your mom a house? Here's how to do it the right wayWhat happens when you open an LLC after you've already bought rental properties?Why your mindset about “refunds” and “losses” might be costing you big time

  Do your clients know how versatile life insurance can be? Educate them about tax advantages and other ways life policies can help save money in the long run!   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.    Resources: Diversify Your Insurance Portfolio & Reap Rewards: https://lnk.to/asg651 Secure a Bigger, Better Business with Ancillary Products: https://ritterim.com/blog/secure-a-bigger-better-business-with-ancillary-products/ Signs It's Time to Expand your Insurance Portfolio & Make the Move: https://ritterim.com/blog/signs-its-time-to-expand-your-insurance-portfolio-and-make-the-move/  The Advisor Approach: Cross-Selling by Fact-Finding: https://lnk.to/PFzk9L The Top 5 Products to Sell During Medicare's Lock-In Period: https://ritterim.com/blog/the-top-5-products-to-sell-during-medicares-lock-in-period/#med-supp-underwriting-guide   References: Lambert, George D. “A Look at Single-Premium Life Insurance.” Investopedia, Investopedia, https://www.investopedia.com/articles/pf/05/singlepremlife.asp. Accessed 17 Mar. 2025. “Estate Tax.” IRS, Internal Revenue Service, https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax. Accessed 17 Mar. 2025. Reynolds, Paul. “Estate Taxes: Who Pays? And How Much?” Investopedia, Investopedia, https://www.investopedia.com/articles/personal-finance/120715/estate-taxes-who-pays-what-and-how-much.asp. Accessed 17 Mar. 2025. Wells, Sara A. “IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025.” Morgan Lewis, 24 Oct. 2024, https://www.morganlewis.com/pubs/2024/10/irs-announces-increased-gift-and-estate-tax-exemption-amounts-for-2025. Brooks, Ashlyn. “Is Life Insurance Taxable?” Bankrate, 11 Feb. 2025, https://www.bankrate.com/insurance/life-insurance/life-insurance-taxes/. “Life Insurance & Disability Insurance Proceeds.” Internal Revenue Service, IRS, https://www.irs.gov/faqs/interest-dividends-other-types-of-income/life-insurance-disability-insurance-proceeds. Accessed 17 Mar. 2025. Gudema, Jonathan. “Understanding Probate: A Comprehensive Guide to the Probate Process.” Planned Giving Marketing Trusted Authority | Official Site, 12 Mar. 2025, https://www.plannedgiving.com/understanding-probate-a-comprehensive-guide-to-the-probate-process/. Randolph, Mary. “What Assets Must Go through Probate?” Www.Alllaw.Com, All Law, 6 June 2023, https://www.alllaw.com/articles/nolo/wills-trusts/what-assets-go-through-probate.html.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance       Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel    Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/  Not affiliated with or endorsed by Medicare or any government agency. 

In this episode of the AICPA Personal Financial Planning Podcast, host Cary Sinnett speaks with expert CPA estate planner Bob Keebler about the latest legislative efforts to repeal the estate tax. They discuss the implications for financial planners, strategies to consider, and how advisors can proactively help clients navigate potential changes. Key Takeaways: Estate Tax Repeal on the Horizon Bills have been introduced in Congress to repeal the estate tax while retaining the gift tax and repealing the generation-skipping transfer (GST) tax. The likelihood of repeal is uncertain, and any repeal may be temporary depending on future political shifts. Potential Scenarios for Estate Tax Reform Three possible outcomes: extension of the current Tax Cuts and Jobs Act (TCJA), total repeal, or a sunset of the current exemption levels. A sunset would likely be the least favorable for high-net-worth individuals, while total repeal could create new planning challenges. Implications for Estate Planning Strategies Portability rules could be affected, potentially eliminating the ability for a surviving spouse to use a deceased spouse's unused exemption. Trust structures, such as bypass and GST-exempt trusts, may need to be reviewed and adjusted before any legislative changes take effect. Planning Ahead: A Limited Window for Action Advisors should consider creating GST-exempt trusts in 2025 before any repeal is enacted to preserve tax benefits. Reviewing and updating existing estate planning documents is critical to avoid unintended consequences if the tax law changes. Access resources and events related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Understanding Estate Tax Sunset | Navigating Tax Changes for Expiring TCJA Provisions Estate planning for the TCJA sunset of the double exclusion amount Planning for tax changes and tax reform This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.      

Welcome to another episode of the Life Changing Money podcast where I'm spilling all my best real estate tax strategies for business owners like you, because pairing your business with property investing is a total game-changer. I couldn't wait to tell you about my upcoming NYC retreat in June—two days of luxe, actionable fun to make you the authority in your field—and my one-and-only "Write Off Your Real Estate" masterclass on April 16th, packed with bonuses like a trusts course and a live session with me. I dove into how you can turn your home into a rental or use its equity to snag more properties, stacking up wealth while slashing taxes. I got nerdy with stuff like home office deductions and the self-rental election, showing how a $150,000 loss could save you $50,000-$75,000 on your tax bill. I also reminded you to depreciate everything in your rentals and write off that work truck—details that add up big time. Stick with me through this episode and the masterclass, because real estate's the ultimate way to turn your revenue into riches, and I'm here to help you make it happen!Tune in to uncover:Introduction to Real Estate Tax Strategies (00:00:31:02 - 00:00:55:08)Barbara introduces real estate tax strategies for business owners, linking business ownership with investing, and previews upcoming events.NYC Retreat Announcement (00:00:55:09 - 00:02:44:11)She announces a June NYC retreat to boost business authority with skills like social media and sales, touting its value vs. her $2,500 hourly rate.Write Off Your Real Estate Masterclass (00:03:27:01 - 00:04:29:13)Barbara details her sole April 16th masterclass for "Write Off Your Real Estate," free for all investors, with bonuses like a trusts course.Leveraging Existing Properties (00:05:38:00 - 00:07:26:16)She explains turning a personal residence into a rental or using equity (e.g., HELOC) to buy more properties, enhancing wealth and tax savings.Home Office and Self-Rental Rules (00:07:41:05 - 00:10:01:20)Barbara covers home office deductions and the self-rental election, showing how a $150,000 loss from a $700,000 office can save $50,000-$75,000 in taxes.Depreciation and Business Vehicles (00:10:48:06 - 00:13:31:10)She emphasizes depreciating rental assets and deducting business vehicles or mileage, urging listeners to track expenses diligently.Why Real Estate Wins for Business Owners (00:13:56:17 - 00:15:00:11)Barbara highlights real estate's tax savings, appreciation, and cash flow benefits, pushing the April 16th masterclass for deeper strategies.How To Get Involved:Life-Changing Money is a podcast all about money. We share stories of how money has impacted and radically changed the lives of others—and how it can do the same for you.Your host, Barbara Schreihans (pronounced ShREE-hands) is the founder and CEO of Your Tax Coach, and the creator of the Write Off Your Life Course. She is a top tax strategist, business coach, and expert in helping business owners and high-net-worth individuals save millions in taxes while increasing profits.When she's not leading her team, coaching clients, or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family, and traveling the world.Grab a cup of coffee and become inspired as we hear from those who have overcome and are overcoming their self-limiting beliefs and money mindsets!Do you have a burning question that you'd love to hear answered on a future show?Please email it to: podcast@yourtaxcoach.bizSign Up For Our NewsletterLife Changing Money PodcastGet Tax Help!

Dr. Friday breaks down estate tax thresholds under the latest law and offers planning tips using trusts and gifting to avoid a steep 40% tax rate. Transcript – Formatted for readability: G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. Estate tax. Most of us are not going to really worry about estate tax because, under the newest tax law, the exemption is $13,610 for an individual and $27,220 for a married couple. That’s quite a bit to exceed. And then if you do exceed that, the tax would be 40%, which is pretty steep when you think about it. So, making sure you have a good tax plan by setting up a trust—an A, B trust if you happen to have a large estate—and considering gifting money away is advisable. I mean, I’m sure anyone with a good tax planner will help figure out a charity trust and all those—they’ll put more money in your hot pocket. You need help; call 615-367-0819. You can catch the Dr. Friday Call-In Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

With a new administration, ongoing policy changes, expiring tax laws, and economic uncertainty — estate and business planning has never been more complex. In this episode, Carma McCallie, Vice President of Advanced Sales at Crump, breaks down the importance of building flexibility into estate plans using trusts. Learn how to navigate potential tax changes, avoid "analysis paralysis," and ensure your plan can adapt to whatever the future holds.

Business owners face a unique set of challenges when it comes to succession planning — especially in a rapidly changing legal and economic environment. In this episode, Carma McCallie returns to discuss how tax law changes, recent Supreme Court rulings, and evolving trust strategies impact business succession planning. Discover key insights on grantor trusts, business entity conversions, and life insurance strategies to help secure the future of your business.

The estate tax landscape is set to change dramatically at the end of 2025, impacting business transitions across industries. Bob Hodges, BrownWinick's Trust and Estate Tax practice lead, highlights the reduction of the Unified Credit from $13.9 million to approximately $7 million, significantly increasing estate tax liabilities for business owners. This shift could create substantial financial burdens, making proactive estate planning essential. For an Iowa manufacturer with a $30 million operation, this change could result in millions in additional taxes. Under current rules, only $16.1 million would be taxable. After 2025, this could increase to $23 million, subjecting an additional $6.9 million to the 40% estate tax rate—a potential tax bill increase of $2.76 million. With legislative uncertainty and potential political compromises ahead, business owners must explore tax-efficient transition strategies now to protect their enterprises and heirs. Hear the full show: https://iowapodcast.com/bob-hodges-iowa-manufacturing-estate-tax

Farmers face unpredictable challenges from changing weather to fluctuating markets. Expiring tax laws may add to their uncertainty later this year. In fact, if the tax cuts expire, farmers will face more than a $9-billion tax increase between income taxes and estate taxes. On this Ohio Farm Bureau Podcast, we visit with experts from Wright and Moore to learn more about the 2025 estate tax outlook and what different possible scenarios could mean for farm families. Plus, what is the farm income outlook for this year? A specialist on the matter from Ohio State weighs in.

This episode centers on understanding various types of taxes that impact individuals and families, including estate, gift, capital gains, and income taxes. The discussion provides valuable strategies for minimizing these tax burdens and emphasizes the importance of proactive financial planning.• Overview of the four major types of taxes • Insights on estate tax implications for most individuals • Importance of yearly gift tax exemptions • Explanation of capital gains tax and its effects on asset sales • Strategies for managing income taxes effectively • Call to action for proactive financial planning and consultationsInformation to help you answer all of your questions about aging.

BUSINESS: Foreign currency accounts exempt from estate tax – SC | Jan. 30, 2025Visit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

How can you ACTUALLY save taxes with real estate? And what type of real estate should you buy? Jaren tells you in this episode. Download Jaren and Robert Kiyosaki's Free Ebook: How to Buy Your First (Or Next) Investment Property: https://investwithjaren.com/richdad-ebookFollow me at:Instagram: https://www.instagram.com/jarensustarYouTube: https://youtube.com/@jarensustarTikTok: https://www.tiktok.com/@jarensustarTwitter: https://twitter.com/jarensustar

Cory Missildine comes online to talk about player housing in Final Fantasy. What WoWs him and what is better off left in the Aether?

Yesterday, the Spanish Prime Minister unveiled a series of measures to attempt to alleviate the housing problem facing the country.Perhaps the most remarkable of these measures was a 100% tax on real estate bought by non-residents from countries outside the EU.So, is this something that we should be looking at here in Ireland?Rory Hearne, Social Democrat TD Dublin North West and author of ‘Gaffs: Why no one can get a house and what we can do about it', joins Seán to discuss.

Brent chats about how he's thinking about using the 2025 Estate Tax exemption of $13.99 million. He discusses getting ulta-high net worth clients to act, the basic planning frameworks and numbers, and benefits of the full picture.

An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

New numbers for: (1) how much can be passed at death with estate taxation; (2) How much can be given annually per person without reporting to the IRS, (3) how much can be to a charity from an IRA to a charity without income taxation and (4) income tax brackets are discussed.

Run a cost segregation here theWealthElevator.com/costsegIn this podcast episode, we dive into the topic of cost segregations, a valuable tool for investors to extract extra passive losses that may potentially be used on personal taxes. We discuss the impact of recent Fed rate cuts, market reactions, and why some investors prefer private equity over stocks. Later, we explore the benefits of cost segregation in real estate, including accelerated depreciation and bonus depreciation, and how they can lead to significant tax savings. Our guest AJ Alliance from DIY Cost Seg explains the fundamentals of cost segregation, who should consider it, and different levels of studies available. We also touch on the strategic implications for different property types and situations, answering common questions and providing practical advice for real estate investors.00:00 Introduction to Cost Segregations00:24 Market Reactions and Investment Strategies01:26 Private Equity Opportunities04:29 Understanding Cost Segregation07:23 Benefits of Cost Segregation09:15 Practical Applications and Case Studies10:35 Advanced Cost Segregation Strategies15:40 Cost Segregation for Different Property Types25:21 Common Questions and Best Practices30:45 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

This Day in Legal History: A Christmas Carol is PublishedOn December 19, 1843, Charles Dickens published A Christmas Carol, a novella that became one of the most enduring works of English literature. While it is often celebrated as a heartwarming holiday tale, its themes had significant social and legal resonance in Victorian England. Through its portrayal of Ebenezer Scrooge, the miserly businessman, and his transformative journey, Dickens cast a stark light on the grim realities of poverty, inequality, and labor conditions during the Industrial Revolution.The novella emphasized the moral obligation of society's wealthy to care for the impoverished, contrasting Scrooge's initial indifference with the dire circumstances of the Cratchit family. By humanizing the struggles of the working poor, A Christmas Carol drew public attention to issues such as child labor, inadequate housing, and exploitative working conditions—concerns that were increasingly debated in Parliament and social reform circles.The story's publication coincided with the rise of the Chartist movement, which advocated for political and legal reforms, including universal male suffrage and better labor protections. It also aligned with growing public support for legislation like the Ten Hours Act (passed in 1847), which limited the working hours of women and children in factories. Dickens himself was a vocal critic of the Poor Laws, a legal framework that often penalized poverty rather than addressing its causes, and his novella reinforced calls for a more humane approach to social welfare.While A Christmas Carol was not directly responsible for specific legal changes, its immense popularity helped shift public attitudes. By embedding its critique of social injustice within a compelling and widely accessible narrative, Dickens inspired empathy and bolstered movements advocating for legal reforms to improve the lives of the poor and working class. This fusion of storytelling and social commentary ensured the novella's enduring influence on both culture and conscience.Luigi Mangione, the suspect in the murder of UnitedHealth Group executive Brian Thompson, is set to appear in a Pennsylvania court for two hearings related to his extradition to New York. Mangione was arrested on December 9 in Altoona, Pennsylvania, five days after Thompson was fatally shot outside a Manhattan hotel in what authorities describe as a premeditated act of terrorism. A New York grand jury has indicted Mangione on 11 counts, including first-degree murder and murder as an act of terrorism.At the time of his arrest, Mangione was found with a self-assembled 9mm handgun, a homemade silencer, and multiple fake IDs, one of which was allegedly used to check into a hostel near the crime scene. Pennsylvania police have charged Mangione with forgery and illegal possession of an unlicensed firearm, with a preliminary hearing scheduled for these charges. Following this, a second hearing will address his extradition to New York.Under Pennsylvania law, Mangione can consent to extradition by waiving his rights in court. Manhattan District Attorney Alvin Bragg has indicated that Mangione is unlikely to contest the transfer. Prosecutors allege the killing was intended to intimidate or coerce, qualifying it as terrorism under New York law. Mangione has been held in custody since his arrest, and his defense team has declined to comment.UnitedHealth executive murder suspect to appear in court over New York extradition | ReutersThe U.S. Department of Justice has filed a lawsuit against CVS, accusing the pharmacy chain of filling illegal opioid prescriptions and billing federal health programs, actions allegedly contributing to the opioid crisis. Unsealed in a Rhode Island federal court, the complaint claims that from 2013 to the present, CVS violated the Controlled Substances Act by filling excessive or dangerous prescriptions, including from doctors running "pill mills." The lawsuit alleges CVS's performance-driven culture ignored warning signs and led to overdoses, with some patients dying shortly after filling prescriptions.The DOJ claims CVS pharmacists were pressured to prioritize speed over safety, ignoring red flags and internal warnings about questionable prescribers. For example, CVS continued filling prescriptions for an Alabama doctor under investigation in 2015, who was later arrested in 2016, and for a Pennsylvania doctor accused of dispensing opioids without seeing patients. The lawsuit also highlights deaths linked to 10 individual patients who received illicit prescriptions from CVS.CVS disputes the allegations, asserting it has cooperated with the DOJ's four-year investigation and strongly disagrees with the claims. This lawsuit follows CVS's 2022 agreement to pay nearly $5 billion to settle similar opioid-related claims, without admitting wrongdoing. The DOJ lawsuit originated as a whistleblower complaint from a former CVS employee, who criticized the company's assembly-line approach to dispensing medications. The case reflects ongoing accountability efforts in the face of a crisis that has claimed over 800,000 lives since 1999.US accuses CVS of filling, billing government for illegal opioid prescriptions | ReutersPresident-elect Donald Trump and Elon Musk have strongly opposed House Speaker Mike Johnson's proposed spending bill to avert a government shutdown before the holidays, creating significant turmoil within the Republican Party. Johnson's plan, which requires bipartisan support, aims to fund the government through next year and includes $100 billion in disaster aid and other provisions. However, Trump and Musk have denounced the measure, with Musk advocating for a shutdown unless deeper spending cuts are made. Trump has threatened to campaign against Republicans who support the proposal.The drama unfolded as Johnson attempted to negotiate a compromise, acknowledging he needed Democratic votes to pass the measure. Trump and Vice President-elect J.D. Vance pushed for incorporating the debt ceiling into the discussions, a contentious issue not expected to arise until 2025. Johnson's speakership, held since October, now appears precarious as criticism mounts from both Republican hardliners and representatives from disaster-hit states.The White House criticized the threat of a shutdown, warning it would harm families during the holidays and disrupt critical services. This political maneuvering mirrors a similar 2018 standoff under Trump that resulted in the longest government shutdown in U.S. history. With the new Congress set to convene on January 3, Johnson's ability to maintain his leadership is uncertain, as tensions within the GOP continue to escalate. Meanwhile, Musk declared victory as Johnson's bill faltered, claiming it reflected the public's voice.Trump, Musk Threaten US Shutdown and Shake Up Republican PartyThe IRS announced it is delaying until 2026 the implementation of a regulation that aims to address a loophole in required minimum distribution (RMD) rules for retirement accounts. This loophole created confusion for workers born in 1959 due to inconsistencies in the SECURE 2.0 Act, which Congress passed in 2022 to allow employees to keep money in tax-advantaged accounts longer. The Act gradually raises the RMD age from 72 to 75, with workers born after 1960 starting withdrawals at age 75, while those born before 1959 begin at 73.However, the law's drafting inadvertently assigned 1959-born individuals conflicting RMD start dates of both 73 and 75. The proposed regulation was intended to clarify this, but its effective date has now been postponed. The broader rule increasing the RMD age remains set to begin phasing in on January 1, 2025.Additionally, the delayed regulations clarify that withdrawals from Roth accounts cannot satisfy RMD requirements, making such distributions eligible for rollovers. The delay gives affected workers and financial institutions more time to adjust to these complex changes while the IRS finalizes guidance.Regular readers may recall that I wrote a column back in August advocating for a change to how required minimum distributions are handled. In that piece, I argued that instead of raising the RMD age, the IRS should implement an estate tax on retirement accounts left untouched at death. This approach would simplify the system, discourage using retirement accounts as tax-free inheritance vehicles, and ensure their intended purpose: funding retirement. IRS Delays Proposal to Close 401(k) Withdrawal Age Rule LoopholeIRS Should've Put an Estate Tax on Inherited Retirement Accounts This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Hans and Robby are back again this week with a brand new episode! This week they discuss the increase/sunset of federal estate taxes in 2026.  Don't forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Welcome back to The Cashflow Project! Today, we're joined by Erik Oliver from Cost Segregation Authority, diving into how cost segregation can boost cash flow by accelerating depreciation. Erik shares tips for leveraging teamwork, maximizing deductions for short-term rentals, and navigating tax reforms that benefit smaller investors. Discover the importance of hiring specialists and knowledgeable advisors to optimize your investment strategy. Packed with actionable insights, this episode is a must-listen for smarter real estate planning. Let's get started! [00:00] Navigated career changes, found passion in cost segregation. [05:11] Cost segregation identifies asset values for depreciation. [06:35] Time value of money strategy against inflation. [11:02] Senators delayed bill for political reasons. [14:37] Cost segregation demand increases despite fewer transactions. [18:46] Choose a tax advisor, not a preparer. [21:32] Active participation can offset passive rental income. [23:13] Invest for tax savings and property appreciation. [28:33] Stick to strengths; hire experts for tasks. [31:54] Addressing tax liabilities with past acquisitions insights. [32:32] Review us; connect for financial growth opportunities. Connect with Erik Oliver! LinkedIn Website Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Kenneth Williams on ways around the estate tax // Chris Sullivan with a Chokepoint: Looking into why folks are still attempting to drive over the closed Edgewater Bridge in Mukilteo // Herb Weisbaum on the dangers of trusting fake reviews // Senator Phil Fortunato on his proposed bill to change Washington state's sanctuary status // Gee Scott on suspected shooter Luigi Mangione

How can high-net-worth individuals enhance their estate plans amid changing tax laws? Tune in to find out.

This week, Todd Lutsky details the current estate tax exemptions and where those exemptions are heading in 2025. Todd also takes questions from listeners about their personal estate planning needs.

The U.S. Supreme Court has taken up the voter purge lawsuit; Donald Trump set to visit Salem Civic Center ahead of Election Day; a change in Medicare coverage expands access to robotic walking devices; and Thalhimer is the lone Diamond District mixed-use developer, according to Loop.

Scott Luhnau, vice president of multi-generational wealth planning, joins Dan Sharkey, senior wealth advisor, on this episode of Your Life Simplified to share what you need to know before the 2025 estate tax exemption. Scott shares a few strategies to prepare for this extate tax exposure.

Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠https://aspenfunds.us/⁠⁠   Check out our latest offering in industrial real estate: ⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠   Explore our Private Credit fund: ⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠  Get in touch: ⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠  Download our FREE 2024 Economic Forecast: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠ Follow Aspen Funds LinkedIn: ⁠⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠ ⁠⁠ Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠  Facebook: ⁠⁠https://www.facebook.com/aspenfunds/⁠ ⁠ Connect with Ben Fraser ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠  Connect with Mark Miller https://www.linkedin.com/in/ryancarriere/

With the housing crisis being one of the major issues Americans face today, politicians have recently offered various ideas on how to combat it, from President Biden's rent hike cap to the latest bill from Massachusetts Senator Elizabeth Warren, who has proposed investing $500 billion in an attempt to make housing more affordable over the next decade. Keep reading the article here: https://www.biggerpockets.com/blog/senator-warrens-new-bill-targets-private-equity-and-looks-to-incentivize-affordable-housing-development Become a member of the BiggerPockets community of real estate investors - https://www.biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices