Wealth and Law

In this episode of the Wealth and Law Podcast, Brent Nelson speaks with Stephen Liss, Partner at Dungey Dougherty PLLC, about his transition from private practice to wealth management and how his experience in both law and financial services shapes his approach to advising high-net-worth individuals and families. Stephen’s practice focuses on domestic and international estate and tax planning, tax minimization strategies, life insurance planning, and charitable giving. A Fellow of the American

In this episode of the Wealth and Law Podcast, Brent Nelson is joined by Ben Douglas to discuss the key considerations involved in preparing to sell a wealth management business. They explore some of the legal, regulatory, and business matters that owners should consider when preparing for a potential sale, including the importance of planning ahead, preparing for due diligence, and understanding the complexities involved in selling an asset management business. Ben Douglas counsels businesses

As entrepreneurs scale their businesses, protecting the wealth they are building becomes increasingly important. In this episode of the Wealth and Law Podcast, Brent Nelson and Todd Villarrubia discuss proactive asset protection strategies for business owners, including how business structure and tax planning can work together to help protect their wealth. Todd Villarrubia is a 30-year tax attorney with an LL.M. in Taxation, Board Certified Expert in Estate Planning and Administration, Accredit

Brent Nelson is joined by Marc Acuña and Julie Fischer of Make Way for Books to discuss impactful charitable giving and the important work being done to support children, families, and communities through literacy and education. They share more about Make Way for Books, its mission, and the meaningful impact that charitable support can have in the community. Marc Acuña is the Chief Executive Officer of Make Way for Books and a lifelong educator dedicated to expanding opportunities for children,

In this episode of the Wealth and Law Podcast, Brent Nelson is joined by Boris Musheyev for a conversation on Proactive Tax Planning. They discuss how business owners can reduce unnecessary tax burdens through year-round planning and explore how tax strategy can impact profitability and long-term financial goals. Boris Musheyev is a CPA, Certified Tax Strategist, and founder of BORISMTAX, a tax planning and advisory firm serving business owners across 40+ states. Since founding the firm in 2017

In this episode of the Wealth and Law Podcast, Brent Nelson is joined by John Strohmeyer to discuss how generative AI is reshaping the practice of law. They explore practical ways attorneys can use AI tools to research, communication and law firm operations, while also addressing confidentiality and the responsible implementation of AI in legal practice. John Strohmeyer is the proprietor of Strohmeyer Law PLLC in Houston, where he guides individuals through the maze of estate planning, tax, and