Podcast Episodes
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A Trustee's Perspective on Trust-Owned Life Insurance
Episode 359
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
…
9 months, 2 weeks ago
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Episode 358
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.
The Ameri…
9 months, 4 weeks ago
Taxation of Foreign Non-Grantor Trusts
Episode 357
Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance.
The Americ…
10 months, 2 weeks ago
How Artificial Intelligence (AI) Is Redefining Publicity Rights
Episode 356
Artificial Intelligence is redefining publicity rights. From ABBA's "ABBAtars" to AI voice cloning and estate planning battles, the legal landscape …
10 months, 3 weeks ago
Qualified Business Income (QBI) Deductions Post-OBBBA
Episode 355
Learn how the One Big Beautiful Bill Act changes the Qualified Business Income (QBI) Deduction, expanding phase-in ranges and tax planning opportuni…
11 months, 1 week ago
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…
11 months, 2 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…
11 months, 3 weeks 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…
11 months, 4 weeks 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…
1 year 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…
1 year ago