Are business owners misled to think tax preparation is tax planning? And why is tax planning important in a wealth plan? Jaime Redfern of Legacy Integrated joins to discuss some phenomenal insight around this topic.
Justin Martin of the newly established Legacy Insurance discusses importance facets of tax-free wealth strategies within life insurance!
Real-estate family office investment manager DJ Van Keuren discusses the advantages in partnering with institutions. Hear what is included on these type of deals and what to consider when looking at including real-estate in your portfolio!
True? Believable? Hear-say? What headlines about the state of California should we take seriously at the moment and what is actually happening in the largest Western state. Erik Hayden of Urban Catalyst joins the show to discuss some of the opinionated Californian rumors circulating right now.
Real-estate gains? Sold a business? Cashing out on Crypto? Erik Hayden of Urban Catalyst joins the show to discuss the QOZ tax strategy when experiencing capital gains. Erik brings years of urban real-estate development experience to show and also sheds some light on positive impacts from COVID!
Nick Padula of US Energy drops valuable information about Qualified Opportunity Zones (QOZs) and discusses one strategy investors can use to deal with capital gains. Plus!.....some bonus info around the oil/gas in today's political environment!
More on the Family Office Experience in Miami! Legacy Wealth's Acen Hansen comes back to discuss leaving a legacy with family wealth and Legacy Integrated's Jaime Redfern shares more tax planning insight.
Family office events in Miami and new developments for the integrated team! Jaime Redfern of Legacy Integrated joins to discuss her family office experience in Miami and tax planning.
Benjamin Schamber of Legacy joins the show to discuss recent in-house happening including "fire-drills" and tax planning.