Wealth and Law

Recent Episodes

Compliance Work Should be Optional

Posted May 29, 2025 • 00:34:56

Brent chats with Nicole Davis, CPA, MBA — founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA — about why today’s accountants...

Private Trust Companies

Posted May 20, 2025 • 00:42:15

Brent chats with Joel Revill about Private Trust Companies (PTCs). They explain the basics of PTCs and their structures. They explain what families...

11th Hour Tax Planning For Signed Deals

Posted May 5, 2025 • 00:29:07

Brent talks about what tax planning can happen AFTER the client has already signed the deal to sell a large asset.

He talks about the difference...

5 Important Tariff and Planning Questions

Posted April 14, 2025 • 00:31:06

Brent chats about five key questions relating to tariffs and planning in difficult market conditions. He gives answers to the following questions:

1....

Clauses Every Trust Should Have: Part 1

Posted April 9, 2025 • 00:52:40

Brent chats with T.J. Ryan about important terms to make your trusts better. In this first part of that conversation, they discuss the importance of...