A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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continue reading
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Dissecting Trusts with Jamie Golombek
Manage episode 364288306 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jamie Golombek is back!!! This time to discuss a frequently requested topic: TRUSTS
Outline:
Jamie's background (1:48)
Basic overview of trusts (3:15)
Big picture: why would one want to open a trust? (6:12)
Trusts nitty gritty (contributions, assets, taxes, corporate transfers) (7:45)
Income splitting using a trust (11:09)
Tax implications for trust income (14:45)
Investment strategies for a trust (15:47)
Deferral of capital gains (16:42)
Estate freeze - mechanics & role of a trust (17:50)
Other trusts: alter ego, joint partner, foreign inheritance (20:35)
A few notes on charitable gifting (24:45)
The current landscape in advanced tax planning (26:46)
Who benefits from a trust, how much $$ do you need? (28:56)
Parting words, advice for 2023 (30:03)
Jamie's article on trusts: https://www.jamiegolombek.com/media/in-trusts-we-trust-en.pdf
YouTube Videos for this Episode:
https://www.youtube.com/watch?v=y14V8TFUOwU&t=28s
https://www.youtube.com/watch?v=yT9gw7ZgB7s&t=10s
My links:
https://www.linkedin.com/in/yatin-chadha-29074b109/
79 episodes
Share
Manage episode 364288306 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jamie Golombek is back!!! This time to discuss a frequently requested topic: TRUSTS
Outline:
Jamie's background (1:48)
Basic overview of trusts (3:15)
Big picture: why would one want to open a trust? (6:12)
Trusts nitty gritty (contributions, assets, taxes, corporate transfers) (7:45)
Income splitting using a trust (11:09)
Tax implications for trust income (14:45)
Investment strategies for a trust (15:47)
Deferral of capital gains (16:42)
Estate freeze - mechanics & role of a trust (17:50)
Other trusts: alter ego, joint partner, foreign inheritance (20:35)
A few notes on charitable gifting (24:45)
The current landscape in advanced tax planning (26:46)
Who benefits from a trust, how much $$ do you need? (28:56)
Parting words, advice for 2023 (30:03)
Jamie's article on trusts: https://www.jamiegolombek.com/media/in-trusts-we-trust-en.pdf
YouTube Videos for this Episode:
https://www.youtube.com/watch?v=y14V8TFUOwU&t=28s
https://www.youtube.com/watch?v=yT9gw7ZgB7s&t=10s
My links:
https://www.linkedin.com/in/yatin-chadha-29074b109/
79 episodes
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Similar to beyond MD with Dr. Yatin Chadha
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Get in-depth motivation, personal growth advice, and powerful life coaching from Brendon Burchard, the world's #1 high-performance coach. Brendon is the founder of GrowthDay and one of the most watched, followed, and quoted personal development trainers in history. A #1 New York Times bestselling author, his books include The Motivation Manifesto, High Performance Habits, The Charge, The Millionaire Messenger, and Life's Golden Ticket. Famed for his in-depth research and innovative curriculu ...
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continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
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continue reading
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