Wealth and Law

Recent Episodes

Year-End Planning Around Tax Changes

Posted November 24, 2021 • 00:39:30

This week, Brent and Rachel are joined again by Darren Case to discuss how they are planning around the proposed federal tax changes. There have been...

Money Saving Tax Tips

Posted November 17, 2021 • 00:37:40

Brent and Rachel chat with Shauna A. Wekherlien, CPA, MTax, CTC, CTS (aka the Tax Goddess) about some of our favorite tax planning tips to SAVE TAXES...

The Newest Tax Proposals

Posted November 10, 2021 • 00:51:08

Here we go again–another round of new tax proposals! The House recently released the newest version of the Reconciliation Bill (AKA the Build Back...

Protecting Against Elder Abuse

Posted November 3, 2021 • 00:41:08

This week Brent and Rachel chat with the incredible Carolyn McClanahan, M.D., CFP, about how to protect our loved ones and clients from Elder Abuse....

Billionaire’s Get Taxed

Posted October 27, 2021 • 00:38:38

Brent and Rachel discuss several themes circulating in the media (conventional and social). First, they discuss the proposed Billionaire Tax and how...