Episode 6: IN FOCUS: “U.S. beneficiaries of Canadian estates"
In this week's episode we are IN FOCUS discussing a more advanced wealth planning topic of “U.S. beneficiaries of Canadian estates: U.S. tax issues applicable to inheriting shares of Canadian corporat...
31 Touko 202330min
Episode 5: Do I Have Enough Life Insurance?
In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) Is it wrong to go on a lavish Passover program?2) Do I have enough life insurance?3) Impact...
24 Touko 202327min
Episode 4: IN FOCUS: "Coming to America: Pre-Immigration Tax and Estate Planning Considerations”
In this week's episode we are IN FOCUS discuss a more advanced wealth planning topic of "Coming to America: Pre-Immigration Tax and Estate Planning Considerations” featuring: Michael Wildes, Managing...
17 Touko 202359min
Episode 3: Spring Cleaning Your Finances
In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) Does diversification work2) Will we retest the October lows3) Financial planning t...
10 Touko 202326min
Episode 2: IN FOCUS: "State Tax Audits Preparing for the Inevitable"
In this week's episode we are IN FOCUS to discuss the advanced wealth planning topic of “State Tax Audits Preparing for the Inevitable” featuring Scott Brian Clark Esq., CPA, LLM., Chair - Multistate ...
3 Touko 202328min
Episode 1: Multi-Family Real Estate vs. 401(k)
In this week's episode we discuss a variety of timely investing financial planning topics, including:1) Getting rid of a whole life policy2) How much to spend on a chosson's watch3) Hard money lending...
28 Huhti 202322min
