Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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Wealth Planning Strategies Using Business Entities with Stacy Eastland - Part 2
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Manage episode 245603904 series 2549619
Content provided by Jumpstart - Bloomberg Tax and Bloomberg Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jumpstart - Bloomberg Tax and Bloomberg Tax 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.
Our guest speaker, Stacy Eastland, Managing Director of Goldman Sachs & Company, discusses wealth planning opportunities and considerations with corporations, preferred partnerships, and limited liability companies. We touch on family office planning strategies that allow for the deduction of investment management fees in the wake of the repeal of §212, including lessons learned from Lender Management and Hellman. We also get into wealth planning techniques using preferred freezes, BDOTs (beneficiary deemed owner trusts), and choice of entity considerations.
…
continue reading
6 episodes
MP3•Episode home
Manage episode 245603904 series 2549619
Content provided by Jumpstart - Bloomberg Tax and Bloomberg Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jumpstart - Bloomberg Tax and Bloomberg Tax 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.
Our guest speaker, Stacy Eastland, Managing Director of Goldman Sachs & Company, discusses wealth planning opportunities and considerations with corporations, preferred partnerships, and limited liability companies. We touch on family office planning strategies that allow for the deduction of investment management fees in the wake of the repeal of §212, including lessons learned from Lender Management and Hellman. We also get into wealth planning techniques using preferred freezes, BDOTs (beneficiary deemed owner trusts), and choice of entity considerations.
…
continue reading
6 episodes
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