Brent chats with Sasha Young da Silva about estate and tax planning for Americans who have relocated to beautiful Portugal. They talk about the tax challenges of cross an international border, surpris

Brent chats with Nicole Davis, CPA, MBA founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA about why todays accountants can (and should) treat traditional compliance work as a choi

Brent chats with Joel Revill about Private Trust Companies (PTCs). They explain the basics of PTCs and their structures. They explain what families would want to use a PTC and how the structure can so

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 between income and estate tax planning. He then discuss

Brent chats about five key questions relating to tariffs and planning in difficult market conditions. He gives answers to the following questions: 1. Whats the real strategy behind these tariffsand

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 settlor intent, HIPAA releases and incapacity deter

Brent chats with Steven Zeiger about why life insurance products are so complex. Steven explains the mechanics of the products and how data can reveal with are best for our clients. Steven also shares

Brent chats about how AI can be used in estate planning now. He discusses its current limitations and dangers associated with AI-Emboldened Advisers. He also discusses the future outlook of AI and how

In this Live recording, Brent chats about the state of the tax bills in Washington, DC, an interesting fiduciary liability case involving foreign accounts, how to plan for an uncertain future, and wha

This is an episode from March 2022, where Brent talks about his history with Ukraine and Russia's invasion. Although we are not almost three years removed, the content seems as relevant today as it wa