Wealth and Law

Recent Episodes

Master Financial Savvy

Posted April 5, 2023 • 00:30:23

Join Brent and Mykail James as they discuss the art of being financially savvy. Together, they dive deep into the topic of mastering the art of being...

Virtual Family Offices

Posted March 28, 2023 • 00:27:21

Brent chats with Alex Sonkin about building and operating virtual family offices. They talk about how accountants can focus on their largest clients,...

Prevent Biased Analysis

Posted March 22, 2023 • 00:14:53

Brent chats about bias in one’s analysis. He discusses how to spot it, gives reasons for why we all have bias in the way we analyze problems, and...

International Tax Planning

Posted March 15, 2023 • 00:44:07

Brent chats with Reetu Pepoff about the ins and outs of international tax planning for cross border estate planning clients. They discuss the different...

Current State of FBAR Penalties

Posted March 8, 2023 • 00:28:03

Brent chats with Rachel Sass about the U.S. Supreme Court case Bittner v. U.S., where the Court decided the non-willfulness penalties for FBARs is $10,000...