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The WFY Podcast WFY Tax Talk: Private Retirement Planning and Trusts with Dustin Nichols This new episode of The WFY Podcast includes Senior Planning Consultant Gregory Lambourne and guest speaker Du...
24 Huhti 202418min

WFY Tax Talk - Prepare for the Estate and Gift Tax Sunset Now
The WFY Podcast WFY Tax Talk: Prepare for the Estate and Gift Tax Sunset Now This new episode of The WFY Podcast includes Estate & Trust Tax Partner Nancy Van Lanen and Senior Planning Consultant Gre...
18 Maalis 20247min

WFY Tax Talk - Like Kind Exchanges: What They Are And How They Can Benefit You
The WFY Podcast WFY Tax Talk - Like-Kind Exchanges: What They Are and How They Can Benefit You This new episode of The WFY Podcast includes Tax Director Albert Yang discussing what are like-kind exch...
12 Heinä 20233min

WFY Audit Talk - What Plan Sponsors Need to Know About The Secure Act 2.0 Part 2
The WFY Podcast WFY Audit Talk: What Plan Sponsors Need to Know About The Secure Act 2.0 Part 2 This new episode of The WFY Podcast includes Audit Partner Jennifer Haddad discussing part two of manda...
1 Kesä 20234min

WFY Audit Talk - What Plan Sponsors Need to Know About The Secure Act 2.0 Part 1
The WFY Podcast WFY Audit Talk: What Plan Sponsors Need to Know About The Secure Act 2.0 Part 1 This new episode of The WFY Podcast includes Audit Partner Jennifer Haddad discussing mandatory provis...
3 Touko 20235min

WFY Tax Talk - The Augusta Rule: Utilize Your Vacation Property as a Tax Planning Tool
The WFY Podcast WFY Tax Talk: The Augusta Rule: Utilize Your Vacation Property as a Tax Planning Tool This new episode of The WFY Podcast includes Tax Director Thomas Kim discussing how to utilize yo...
13 Huhti 20234min

WFY Tax Talk - Key Provisions on The Secure Act 2.0
The WFY Podcast WFY Tax Talk: Key Provisions on The Secure Act 2.0 This new episode of The WFY Podcast includes Tax Manager Manny Trelles discussing key provisions to be aware of for you and your bus...
24 Helmi 20234min

WFY Tax Talk - R&D Cost Capitalization Rules Implemented for Tax Year 2022
The WFY Podcast WFY Tax Talk: R&D Cost Capitalization Rules Implemented for Tax Year 2022 This new episode of The WFY Podcast includes Tax Partner Richard Huffman discussing the rules from Tax and Jo...
23 Tammi 20235min




















