Podcast Episodes
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How the OBBBA Impacts Qualified Small Business Stock (QSBS)
Episode 354
Explore OB3 Act changes to QSBS rules, including the new $75M limit, $15M exclusion, and strategies to maximize tax savings for founders and investo…
6 months, 4 weeks ago
Qualified Opportunity Zone (QOZ) Planning Strategies Post OBBBA
Episode 353
Discover how the One Big Beautiful Bill Act reshapes Qualified Opportunity Zones, estate planning rules, and tax strategies for investors.
The Am…
7 months ago
Estate & Gift Tax and Charitable Contributions Under the OBBBA
Episode 352
Explore the One Big Beautiful Bill Act of 2025 (OBBBA)—sweeping tax law changes on estate, gift, and charitable deductions—in Pt. 1 of a series of p…
7 months, 1 week ago
Counting Down, Counting Up, Flourishing: Part 4 of 4
Episode 351
Explore estate planning that goes beyond money—trusts, family well-being, and legacy strategies to help future generations flourish.
The American…
7 months, 2 weeks ago
Counting Down, Counting Up, Flourishing: Part 3 of 4
Episode 350
In our journey to personal flourishing, we explore powerful life lessons—like savoring the moment, practicing gratitude, letting go of grudges, prio…
7 months, 3 weeks ago
Counting Down, Counting Up, Flourishing: Part 2 of 4
Episode 349
Discover how positive psychology intersects with estate planning in Steve Akers' 2025 Trachtman Lecture. Part 1 explores PERMA and key wellness insi…
8 months ago
Counting Down, Counting Up, Flourishing: Overview
Episode 348
Explore how positive psychology and trust planning intersect in Steve Akers' "Counting Down, Counting Up, Flourishing" Trachtman Lecture preview.
…
8 months, 1 week ago
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 3 of 3
Episode 346
Explore Sections 2704(a) & (b) and their impact on family-limited partnerships, valuation, and estate planning under Chapter 14.
The American Col…
10 months, 2 weeks ago
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 2 of 3
Episode 346
How do Sections 2701–2704 impact family wealth planning? Discover key traps, safe harbors, and IRS challenges in this expert ACTEC discussion.
Th…
10 months, 3 weeks ago
Family-Owned Business and Internal Revenue Code Chapter 14 | Pt 1 of 3
Episode 345
Understand IRC Chapter 14 rules, Sections 2701–2704, and key estate planning strategies to avoid tax pitfalls in family wealth transfers.
The Ame…
11 months ago