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Maximising Wealth Through Effective Tax Strategies with Ken Raiss

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Content provided by Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta 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.

This podcast episode provides valuable insights into effective tax planning and structuring for business owners and wealth accumulators. Ken Raiss, a trusts expert, shares his expertise on using discretionary trusts to minimize taxes, protect assets, and facilitate intergenerational transfer of wealth. He discusses strategies like corporate beneficiaries and emphasizes the importance of expert advice to set up structures tailored to individual needs and goals. Listeners will learn how to maximize wealth growth and avoid common tax mistakes through proper planning. Key Takeaways:

  • · Get tax planning right from the start to avoid costly mistakes later.
  • · Discretionary trusts can help minimize taxes and protect assets for generations.
  • · Trusts offer more flexibility than individual ownership for passing assets to family.
  • · Strategies like corporate beneficiaries can help save taxes for business owners.
  • · Get expert advice to properly understand and set up tailored trust structures.

Connect with Ken Raiss: LinkedIn: https://www.linkedin.com/in/kenraiss/?originalSubdomain=au

Important Links: https://wealthadvisory.metropole.com.au/ https://www.amazon.com/Every-Property-Investor-Needs-Finance-ebook/dp/B00H1O5U6C

  continue reading

100 episodes

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 24, 2024 22:10 (2M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 402605061 series 1988041
Content provided by Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta 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.

This podcast episode provides valuable insights into effective tax planning and structuring for business owners and wealth accumulators. Ken Raiss, a trusts expert, shares his expertise on using discretionary trusts to minimize taxes, protect assets, and facilitate intergenerational transfer of wealth. He discusses strategies like corporate beneficiaries and emphasizes the importance of expert advice to set up structures tailored to individual needs and goals. Listeners will learn how to maximize wealth growth and avoid common tax mistakes through proper planning. Key Takeaways:

  • · Get tax planning right from the start to avoid costly mistakes later.
  • · Discretionary trusts can help minimize taxes and protect assets for generations.
  • · Trusts offer more flexibility than individual ownership for passing assets to family.
  • · Strategies like corporate beneficiaries can help save taxes for business owners.
  • · Get expert advice to properly understand and set up tailored trust structures.

Connect with Ken Raiss: LinkedIn: https://www.linkedin.com/in/kenraiss/?originalSubdomain=au

Important Links: https://wealthadvisory.metropole.com.au/ https://www.amazon.com/Every-Property-Investor-Needs-Finance-ebook/dp/B00H1O5U6C

  continue reading

100 episodes

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