Podcast Episodes
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Independent Contractor vs. Employee: In Tax vs. Labor Law
Episode 324
Exploring key distinctions in tax and labor law when classifying workers as independent contractors or employees, focusing on FLSA, IRS, and ERISA g…
1 year, 5 months ago
Inserting Photos in Wills to Clarify Specific Gifts
Episode 323
A law professor outlines using photos in wills to identify specific gifts, possible legal challenges, and best practices for estate planning.
The A…
1 year, 5 months ago
A Life Insurance-Funded Redemption Agreement Gone Bad
Episode 322
The risks of life insurance-funded redemption agreements, the Connolly v. US case, and safer alternatives like cross-purchase agreements, and life i…
1 year, 5 months ago
Owner's Liability Following a Minor's Golf Cart Accident
Episode 314
Understand the risks of owning a golf cart, especially if minors are allowed to drive, and how to protect clients' assets from accidents and lawsuit…
1 year, 5 months ago
Huffman Case Endangers Buy-Sell Agreements
Episode 320
Lessons from Huffman v. Commissioner, when a son exercised an option to purchase stock from his parents, ignoring a buy-sell agreement in the family…
1 year, 6 months ago
Caution for Divorcing Spouses Who Are Trust Beneficiaries
Episode 319
Takeaways from the 2023 Massachusetts divorce case, Jones v. Jones, for parents who support their married children may diminish trust assets in a di…
1 year, 6 months ago
Modifying Trusts after CCA 202352018
Episode 318
A T&E expert reviews CCA 202352018's true scope, how it affects designing trusts when drafting, and some considerations when modifying trusts.
The …
1 year, 6 months ago
Planning for the Young Under SECURE
Episode 317
An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young ad…
1 year, 6 months ago
Self-Employment Tax: Tax Court Curtails Limited Partner Exclusion
Episode 316
Strategies for limited partnerships and S corporations to minimize self-employment tax and net investment income tax following a 2023 tax court deci…
1 year, 7 months ago
Restricted Charitable Gifts: Practical Suggestions
Episode 315
Estate planners share legal considerations, strategies and advice for donors and charities to address restricted charitable gifts, UPMIFA, and UTC s…
1 year, 7 months ago