WFY Tax Talk - Private Retirement Planning and Trusts with Dustin Nichols
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 Apr 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 Mars 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 Juli 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 Juni 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 Maj 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 Apr 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 Feb 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 Jan 20235min
