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Financial Planners: Make Transfer Tax Exemptions an Option for Your Clients
Manage episode 281532078 series 1118468
Content provided by Pennsylvania Institute of Certified Public Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pennsylvania Institute of Certified Public Accountants 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.
Transfer tax exemptions were one of the many aspects of the tax world that were affected by the 2017 Tax Cuts and Jobs Act. The legislation affected options around gifting, rules for individuals vs. couples, and so much more. To find out the status of these exemptions, as well as whether the results of the presidential election may affect them even more, we spoke with J. Victor Conrad, founder of PINNACLE Financial Strategies LLC in Wexford, Pa.
To read the full transcript click here.
231 episodes
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Manage episode 281532078 series 1118468
Content provided by Pennsylvania Institute of Certified Public Accountants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pennsylvania Institute of Certified Public Accountants 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.
Transfer tax exemptions were one of the many aspects of the tax world that were affected by the 2017 Tax Cuts and Jobs Act. The legislation affected options around gifting, rules for individuals vs. couples, and so much more. To find out the status of these exemptions, as well as whether the results of the presidential election may affect them even more, we spoke with J. Victor Conrad, founder of PINNACLE Financial Strategies LLC in Wexford, Pa.
To read the full transcript click here.
231 episodes
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Similar to CPA Conversations podcast
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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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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