The once-generous estate and gift tax exemptions set by the Tax Cuts and Jobs Act (TCJA) are due to sunset on December 31, 2025. Is your estate plan ready for the challenge? In this episode, Kyle Malm

As the financial services industry moved to a fee-based model, many firms started to bundle their services. For example, investment management may be bundled with financial planning. But are clients

Are you worried about the impact of the 2024 election on the markets and your investments? Especially when geopolitical tensions, the uncertainty of tax law changes, the ousting of the Speaker of the

With companies shifting to a hybrid work environment, it has become challenging to maintain a strong corporate culture, attract top talent, and build high-performing teams. In this episode, Derek Myro

As your wealth grows, your financial planning needs become significantly more complex. At Centura Wealth Advisory (Centura), we specialize in serving high-net-worth and ultra-high-net-worth individual

Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients? In a world where wealth advisory excellence is defined by innovation and collaboration, you might

There is a wide disparity in tax rates between U.S. states. For example, the top tax rate in California is 13.3%, while South Dakota has 0% state tax on trusts! However, if you live in a high-income-t

While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible. If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Re

High-net-worth and ultra-high-net-worth individuals are often focused on protecting and growing their wealth while minimizing taxes. However, not all of their assets generate tax-efficient income. T

Are you thinking about selling your business? Do you feel overwhelmed and unsure about the process? In this episode, Derek Myron interviews Donovan Weber, who recently sold his business to an internat