Wealth and Law

Wealth and Law

Latest Episodes

Family Limited Partnerships
October 28, 2020

This week Brent and Rachel introduce family limited partnerships (FLPs). They discuss the basics, how FLPs have been used historically in planning for high netContinue reading

Business Development in a Pandemic
October 21, 2020

Brent and Rachel chat about how their business development options have changed due to the pandemic, how they have pivoted, and what seems to workContinue reading

Navigating Equity Compensation packages
October 14, 2020

On this week’s episode, Brent and Rachel sit down with Samuel Deane, MBA to discuss equity compensation packages, stock options, and tying it all togetherContinue reading

Common Cross Border Tax Surprises
October 07, 2020

This week, Brent and Rachel sit down with Shiraz Ahmed to talk about common cross border tax issues that may arise for Americans moving toContinue reading

Lessons From The Trump Tax Returns
September 30, 2020

This week we discuss the recent New York Times article disclosing what it claims are President Trumps tax returns and tax information. Rachel and BrentContinue reading

Nevada Trust Law
September 23, 2020

Brent and Rachel sit down with S. Victoria Kahn to discuss Nevada’s favorable trust laws. They discuss the flexibility and asset protection features of NevadaContinue reading

Final Quarter Financial Review
September 16, 2020

Brent and Rachel speak with Doug Nelson, of TCI Wealth Advisors, on this week’s episode about the expected financial picture for the final quarter ofContinue reading

Easing Into the Knowledge of Wealth
September 02, 2020

This week, Brent and Rachel are joined by A.J. Price, CPA, CFP, to discuss how families can introduce younger generations to family wealth. They discussContinue reading

LIVE! Using Extra Estate Tax Exemption
August 28, 2020

This week’s episode is the Live recording from Friday, August 28, 2020. Rachel and Brent dive into ways to use the extra estate tax exemptionContinue reading

Estate Planning Before and After Divorce
August 26, 2020

This week Brent and Rachel are joined by Kayla Bernays to talk about what happens before, during and after a divorce and what it doesContinue reading