Wealth and Law

Recent Episodes

Planning Options for Large IRAs

Posted April 8, 2024 • 00:16:44

Brent chats about the challenge of large IRAs, especially for wealthy individuals. He discusses how to plan for estate tax on those accounts, the Secure...

Top Things I’m Working On Now

Posted March 21, 2024 • 00:24:55

Brent chats about the top things he is discussing with clients and projects he is working on currently. He discusses the Corporate Transparency Act,...

How to Spot Bad Tax Advice

Posted March 7, 2024 • 00:44:44

Brent chats with Alicyn McLeod about all the bad tax advice circulating on social media. They talk about why it is appealing, though ultimately wrong,...

Income Tax Planning Before 2026

Posted February 25, 2024 • 00:26:51

Brent chats with Shauna A. Wekherlien (the Tax Goddess) about how to do income tax planning with the possible sunset of the Trump tax cuts in 2026....

Estate Tax Sunset for Nonresidents

Posted February 17, 2024 • 00:17:13

Brent discusses how the sunset of the estate tax exemption in 2026 will also effect non-citizen non-residents of the US significantly (NRAs). He explains...