The Tax-Savvy Expat Podcast helps American expats and digital nomads to (i) maximize the tax-reduction (and even tax-elimination) opportunities available by living abroad and (ii) avoid the pitfalls along the way. Stewart Patton, US tax attorney and expat entrepreneur, dives deep on a narrow topic in each episode, clearing away the myths and misconceptions to get to the real meat of the matter.
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Inspired by the latest educational platform in the tax and financial industries, we bring to you the Pilla Tax Academy Podcast! This podcast was specifically created for those that are hungry for information that is not common knowledge to nearly every person in the USA. Whether it is learning how to manage a small business, understanding the importance of mastering your taxes, or tax professional education and resources, this is the place for you. Founded by the worldโs foremost authority o ...
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Attorney Jones is here to talk about how best to protect your family, assets, and wealth. Pulling stories from his more than 20 years of helping families and business owners protect their assets, create their estate plans, preserve their wealth, and plan for the future. Nobody wants to think about estate planning, but life has a way of sneaking up on you and at any moment something unexpected could happen that will leave you regretting not having acted sooner. So join Attorney James A. Jones ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerieโs natural care-giver ten ...
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Former U.S. Department of Justice (โDOJโ) Tax Division Trial Attorney Mark Milton and legendary radio personality and entertainer Asher Benrubi (โThe Smashโ) have teamed up to help the common man navigate an ever-increasingly complex legal, regulatory, and tax environment, while also discussing personal finance, current events, and politics. Guests include local and national business leaders, politicians, lawyers, professional athletes, and entertainers.
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Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Cognitive Investments LLC (โCognitive Investmentsโ) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Finally, an unbiased news source. If you miss how journalism used to be, you're in the right place. New episodes of UNBIASED are released Monday-Thursday and recap current events and the law in an impartial, fact-based manner. As a law school graduate and licensed attorney, she uses her knowledge of the law to explain the harder-to-understand legal concepts like constitutional rights, Supreme Court opinions, legislation, and more. By the time you're done listening to each episode, you'll fee ...
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Every year the IRS sends millions of notices and letters to taxpayers for a multitude of reasons. We understand that seeing an envelope from the IRS can cause fear and anxiety! But, take a deep breath and recognize that taking care of the problem is likely a straightforward solution. Welcome to Nemeth IRS News, featuring Nick Nemeth, Founder, of the Law Offices of Nick Nemeth, and Jamie Flores, a Managing Attorney at the firm, for in-depth tax talk! Join us for each episode as Nick Jamie exp ...
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Conservative and libertarian politics. Willie Shields is a free speech absolutist, a paralegal and retired air traffic controller (FAA/EWR) unafraid to expose government lies - especially the lies told by the government and the communist democrats. USMC 71-75. 45 RPM record collector with a strong affinity for the Doo Wop genre.
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Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many iss ...
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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...
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Welcome to Carlos' Blend: Business, Tax and Life Lessons with Carlos Samaniego EA. Carlos is the Founder of Tax Debt Consultants, LLC. He is and the author of How to Make The IRS An Offer They Can't Refuse. As an Enrolled Agent, Carlos is also an NTPI Fellowยฎ. This is an elite group of professionals with significant expertise in representing taxpayers before the IRS. He has spent the last 19 years helping clients and customers all over the country get out of financial trouble and problems wi ...
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Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
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The Lawyers Money Show" is your go-to podcast for mastering the dual arts of law firm management and personal financial acumen. In each episode, our hosts Ian Weiner and Todd Whatley delve into the practical aspects of running a successful legal practice, from optimizing operational efficiency to innovative client engagement strategies. We also zoom in on the personal financial management of law firm owners and partners, offering insights on wealth building, tax planning, and retirement stra ...
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Financial Services Podcast Network is the gateway to Australiaโs leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers ...
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For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in th ...
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The Italian Citizenship Podcast is a project dedicated to the subject of Italian citizenship hosted by Italian attorney, Marco Permunian, head of the US office of Italian Citizenship Assistance and video podcaster known for his video podcast series Not Your Average Globetrotter & dual citizen, Rafael Di Furia. In this podcast series Marco and Rafael share all their experience and expertise while discussing various topics related to Italian citizenship; citizenship by descent (Jure Sanguinis ...
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1
September 11, 2024: Presidential Debate Fact-Check, Michigan Supreme Court Says Kennedy Must Stay on Ballot, Kennedy Files Federal Lawsuit, and More.
23:23
23:23
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Welcome back to UNBIASED. In today's episode: Michigan Supreme Court Says Kennedy Must Stay on Ballot; Kennedy Files Federal Lawsuit (2:02) Presidential Debate Fact-Check; Clearing Up Some False and Misleading Claims (4:11) Quick Hitters: SpaceX Polaris Reaches Record Distance, P. Diddy Ordered to Pay $100M, Inflation Hits Three Year Low, GOP Canceโฆ
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1
Understanding planning and strategies for older clients
32:12
32:12
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why itโs vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are availablโฆ
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1
September 9, 2024: Hunter Biden's Guilty Plea, Trump's Sentencing Postponed, RFK Jr. Comes Off More Ballot, Congressional Afghanistan Withdrawal Report, Bryan Kohberger's Murder Case Moved, and More.
19:42
19:42
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Welcome back to UNBIASED. In today's episode: Weekend Recap: Hunter Biden Pleads Guilty to Federal Tax Charges (1:12) Weekend Recap: Trump's Sentencing Postponed Past Election (4:05) Weekend Recap: RFK Jr. Allowed to Come Off MI and NC Ballots (5:18) (**Update: After recording this episode, news broke that Michigan's Supreme Court said RFK Jr. WILLโฆ
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1
IFA: The future of single practitioner advice firms
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30:30
In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market. Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outsoโฆ
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#230 - Microgeopolitics of Fargo and Brazil v. X
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Jacob and Rob are back from vacation! They share some microgeopolitical takes from their respective journeys and talk about the faceoff between Elon Musk and Brazil. -- Timestamps: (00:00) - Intro (00:40) โ Fargo (19:50) โ Briancon (30:00) โ Brazil vs X -- Referenced in the Show: -- Jacob Shapiro Site: jacobshapiro.com Jacob Twitter: x.com/JacobShaโฆ
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Till Death Do Us Part: The Legal Advantages of Marriage in Estate Planning
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20:38
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In this episode of The Legacy Talk Podcast, we discuss the legal advantages of marriage in estate planning. From automatic inheritance rights to tax benefits and simplified probate, being married offers several key benefits that can significantly impact your estate plan. Learn how these advantages can help you protect your assets and ensure your wiโฆ
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SMSF: โAdopting a holistic approachโ โ Dealing with estate planning nuances
40:28
40:28
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in โฆ
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1
September 5, 2024: What We Know About the Georgia School Shooting, TX Sues Government Over Privacy Laws, Clearing Up Rumors: Gangs in Aurora, CO, Gov. Walz' Family, Harris' Hit-and-Run, and More.
23:00
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23:00
Welcome back to UNBIASED. In today's episode: What We Know About the Apalachee High School Shooting (0:21) Texas Sues the Government Over Medical Privacy Laws (3:21) Quick Hitters: Trump Pleads Not Guilty to Superseding Indictment, Hunter Biden Proposes Alford Plea As Trial Set to Begin, New Mexico Sues Snapchat Over Sextortion, FBI Raids Homes of โฆ
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1
How Should You Handle Rare Or Expensive Gifts?
14:44
14:44
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Over a lifetime, people can accumulate a lot of โstuff." This can multiply as families have children and later inherit from parents or grandparents who pass away. While many accounts and assets have a rather โstraightforwardโ process to pass on, some unique, rare, collectible, and/or expensive personal effects require more care in handling. In thisโฆ
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September 4, 2024: Federal Court Rejects Trump's Requests to Move Case, RFK Jr. Must Stay on Michigan's Ballot, Supreme Court Says Biden Can Withhold Federal Funds from Oklahoma, and More.
21:31
21:31
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21:31
Welcome back to UNBIASED. In today's episode: Clarification to Yesterday's Episode: Results of Venezuela's 2024 Election (0:37) Federal Judge Rejects Trump's Request to Move Hush Money Case to Federal Court (2:14) Judge Says RFK Jr. Must Stay on Michigan Ballot (5:44) Supreme Court Allows Biden Administration to Withhold Federal Funds from Oklahomaโฆ
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#229 - Understanding WHO's Mpox Declaration
53:25
53:25
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Jacob welcomes Alexandra Finch on the podcast to talk about the mpox outbreak in the context of the international legal frameworks that apply including WHOโs emergency declaration, how they are being applied, and how they are/should be reformed. -- Timestamps: (00:00) - Intro (01:30) - Mpox emergency declaration (06:30) - Needs v. realities (12:56)โฆ
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โAdopting a holistic approachโ: Dealing with estate planning nuances
40:28
40:28
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40:28
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in โฆ
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1
September 3, 2024: U.S. Seizes Plane of Venezuela's President, Mysterious Kamala Harris 'Eagles' Ads Appear in Philadelphia, NY Government Worker Arrested and Charged, and More.
14:01
14:01
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14:01
Welcome back to UNBIASED. In today's episode: U.S. Seizes Plane of Venezuela's President. Here's Why (0:43) Philadelphia Eagles Team Says Mysterious Bus Stop Ads of Harris are "Counterfeit" (5:25) Quick Hitters: Former NY Governor Aid Arrested and Charged, Pennsylvania Judge Issues Ruling on Mail-In Ballots, HP to Continue Seeking $4B in Damages Frโฆ
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1
IFA: Unlocking the potential of your CRM with Matt Esler
24:14
24:14
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In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems. He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input. Esler also discusses the importance of personalisationโฆ
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1
The Estate Tax Threshold: When to Start Planning
22:26
22:26
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In this episode of The Legacy Talk Podcast, we dive into the estate tax threshold and when you should start planning for estate taxes. Learn about Washington State's estate tax laws, strategies for minimizing your tax burden, and the importance of early planning. Discover how to use trusts, lifetime gifts, and other tools to protect your estate andโฆ
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August 29, 2024: What We Know About the Cemetery Dispute, Yelp Sues Google, Harris/Trump Debate Rules Set, Truth Behind an Unrealized Capital Gains Tax, CA's New Home Loan Law, and More.
18:01
18:01
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18:01
Welcome back to UNBIASED. In today's episode: Yelp Files Antitrust Lawsuit Against Google (0:13) What We Know About the Incident at Arlington National Cemetery (2:03) Quick Hitters: Florida to Execute Man Tonight, DOJ Report Shows FBI Failures in Child Sex Abuse Investigations, ABC Sets Debate Rules for Harris/Trump, Harris' First Interview to Air โฆ
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August 28, 2024: Jack Smith Files New Election Subversion Indictment, TikTok to Face Lawsuit Over 10 Year Old's Death, Court Upholds Ban on Undocumented Immigrants Possessing Firearms, and More.
22:45
22:45
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22:45
Welcome back to UNBIASED. In today's episode: Special Counsel Jack Smith Files Superseding Indictment Against Trump (0:53) Appeals Court Says TikTok Must Face Lawsuit Over 10-Year-Old's Death (6:49) Court Upholds Ban on Undocumented Immigrants Possessing Firearms (10:59) Supreme Court Upholds Block on Biden's Student Loan Repayment Plan (13:19) Quiโฆ
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#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine
34:38
34:38
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John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National Convention and Kamala Harris's rising poll numbers. They touch on the ongoing conflict in the Arabian Gulf, examining the Red Sea Tanker attack and its implications for global shipping. They also speculate on โฆ
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August 27, 2024: Zuckerberg Admits Pressure from Biden Admin to Censor Content, DNC Sues Georgia Election Board Over New Election Rules, Jack Smith Appeals Trump Classified Docs Dismissal, and More.
21:23
21:23
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21:23
Welcome back to UNBIASED. In today's episode: Jack Smith Appeals Dismissal of Trump's Classified Documents Case (0:07) Meta CEO, Mark Zuckerberg, Admits to Content Censorship Pressure from Biden Administration (1:54) Democratic Party Sues Georgia Election Board Over New Election Rules (6:23) SpaceX Launching Rocket to Attempt First Commercial Spaceโฆ
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1
August 26, 2024: RFK Jr. Suspends Presidential Campaign and Will Remain on Some Ballots; Telegram CEO Arrested Over Lack of Content Moderation, Secret Service Agents on Leave, and More.
21:58
21:58
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21:58
Welcome back to UNBIASED. In today's episode: RFK Jr. Suspends - But Doesn't End - Presidential Campaign; Here's What It Means (1:51) CEO and Founder of Messaging App Telegram Arrested in France Over Alleged Lack of Content Moderation (6:45) Secret Service Agents Put on Leave Amid Investigation into Trump Assassination Attempt (12:21) Quick Hittersโฆ
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#254 | ๐๐ฎ๐ป ๐ฌ๐ผ๐ ๐๐ฒ๐ ๐ฎ ๐ฆ๐๐ฒ๐ฝ ๐จ๐ฝ ๐๐ฟ๐ผ๐บ ๐ฆ๐๐ฒ๐ฝ ๐ ๐ผ๐บ? What happens if you inherit a house from one parent or stepparent but theyโre no longer married to your other parent? Will you lose the step-up basis? Will you have to pay capital gains now? Do you need to worry about inheritance tax? We've got you covered. -- Weโre here to help you learn more! Please comโฆ
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IFA: Finding the โsecret sauceโ for advice firm operations
33:40
33:40
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33:40
In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firmโs recently released Advice Operations Research Report. Clark breaks down the ingredients that make up the secret sauce of great adโฆ
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1
What Do I Need To Know To Complete My Estate Plan?
25:11
25:11
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25:11
In this episode of The Legacy Talk Podcast, we dive into what you need to know to complete your estate plan. From understanding your assets to selecting beneficiaries and executors, we cover essential information that will make the process easier and more effective. Planning your estate doesn't have to be complicated. Tune in to learn the key stepsโฆ
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#253 | $70 Million is Out There. Is Some of it YOURS?
4:06
4:06
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๐ค$๐ณ๐ฌ ๐ ๐๐๐๐๐ข๐ก๐ค Is Some of it Yours?! That's how much is sitting out there in unclaimed funds. Could some of it belong to you? Don't get ghosted ๐ป by your own cash. Here's where to find it, how to file a claim and go get your money! -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful to yโฆ
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#227 - The Tactical Objectives of Ukraine's Offensive Push
45:10
45:10
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45:10
Rob is on vacation, so Jacob welcomes Sim Tack to join him in his weekly Friday slot to discuss Ukraineโs invasion of Russia. The two address the logistical challenges facing Ukraine, such as air support and ammunition shortages, and analyzes the strategic and tactical objectives of the Ukrainian offensive. They explore various potential motivationโฆ
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SMSF: 100th episode special โ Peter Burgess on the glimmer of hope for $3m super tax changes
44:51
44:51
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In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn celebrate the 100th episode of the podcast with a discussion of how the sector has changed over the last four years. SMSF Association CEO Peter Burgess also joins the show to break down the current state of the $3 million super tax bill and why the growing support forโฆ
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1
August 22, 2024: Supreme Court Partially Upholds Arizona's Voter Proof-of-Citizenship Law. Clearing Up Some Rumors: Did Trump Use Epstein's Plane to Campaign? Free Abortions at the DNC?
11:51
11:51
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Welcome back to UNBIASED. In today's episode: Supreme Court Upholds and Blocks Portions of Arizona's Voter Proof-of-Citizenship Law (0:38) Federal Judge Says Military Cannot Ban HIV-Positive Enlistees (4:52) 'Rumor Has It' ... But Are They True: Did Trump Uses Epstein's Old Plane to Campaign? Did Taylor Swift Endorse Trump? Is Harris Editing Headliโฆ
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#252 | Can the Irrevocable be Revoked? You've created an irrevocable trust, your circumstances drastically changed and now you need to access some of those assets. Does this mean you're screwed? It can get complicated but it may be possible. There are definitely a few things you'll want to discuss with your attorney, which we'll outline for you herโฆ
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August 21, 2024: Judge Blocks FTC's Ban on Non-Compete Agreements, RFK Jr.'s VP Discusses Dropping Out and Joining Trump, U.S. Has 818,000 Less Jobs Than We Thought, and More.
20:39
20:39
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20:39
Welcome back to UNBIASED. In today's episode: Federal Judge Blocks FTC from Enforcing Ban on Non-Compete Agreements (0:07) More Context: RFK Jr.'s VP, Nicole Shanahan, Speaks About Staying in Race or Dropping Out and Joining Trump (3:33) U.S. Veteran Fled in January and is Now Fighting in the Russian Military (9:35) Job Growth in U.S. Much Weaker Tโฆ
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#251 | ๐๐ผ๐ ๐ ๐ฒ๐๐๐ ๐๐ผ๐๐น๐ฑ ๐ถ๐ ๐๐ฒ๐? If you choose an executor or trustee and they pass away before you, what happens to your estate plan? This can happen, especially for those who choose siblings or trusted agents that are from their generation or older. The key is making sure your plan has fail-safes built in like the ones in this episode. -- Weโre herโฆ
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100th episode special: Peter Burgess on the glimmer of hope for $3m super tax changes
44:51
44:51
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44:51
In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn celebrate the 100th episode of the podcast with a discussion of how the sector has changed over the last four years. SMSF Association CEO Peter Burgess also joins the show to break down the current state of the $3 million super tax bill and why the growing support forโฆ
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1
August 20, 2024: New Report Says ICE Lost Track of Unaccompanied Migrant Children, Yacht Sinks in Italy But There's An Underlying Story, RFK Jr. Weighs Dropping Out of Race, and More.
16:03
16:03
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16:03
Welcome back to UNBIASED. In today's episode: Former Rep. George Santos Pleads Guilty to Multiple Federal Charges (0:38). Full Indictment Story HERE. Yacht Sinks Off Italy. Here's the Crazy Story About Those On Board (2:15) Judge Rejects Hunter Biden's Attempt to Dismiss Tax Charges (5:44) New Watchdog Report Says ICE Lost Tracks of Thousands of Unโฆ
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#250 | What if My Beneficiary Passes Before I Do?
2:25
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#250 | ๐ช๐ต๐ฎ๐ ๐ถ๐ณ ๐ ๐ ๐๐ฒ๐ป๐ฒ๐ณ๐ถ๐ฐ๐ถ๐ฎ๐ฟ๐ ๐ฃ๐ฎ๐๐๐ฒ๐ ๐๐ฒ๐ณ๐ผ๐ฟ๐ฒ ๐ ๐๐ผ? You could be covered, need a simple update or possibly an entire new plan. Much depends on how your estate plan was set up in the first place. Does your plan have the protections outlined in this episode? -- Weโre here to help you learn more! Please comment and let us know if you found this additionโฆ
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August 19, 2024: House Releases Biden Report Alleging "Impeachable Conduct," Supreme Court Upholds Block on Biden's Title IX Rule, Disney's Viral Response to Wrongful Death Suit, and More
18:41
18:41
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18:41
Welcome back to UNBIASED. In today's episode: Supreme Court Upholds Block on Biden's New Title IX Rule (0:49) Attorney for Disney Files Viral Response to Wrongful Death Suit (5:48) House Committees Release Report Detailing Allegations of President Biden's "Impeachable Conduct" (8:54) Quick Hitters: Democratic National Conventions Begins Today, NY Pโฆ
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