Episodes

Brent chats with Geoff Grenert, the founder of Cypress Strategies, about how to optimize your decision making process around personal wealth. Geoff has been working with affluent families and businesses since 1997, helping them achieve their goals and objectives. He is a nationally-recognized expert in the design and acquisition of large life insurance policies, and he has helped many clients make informed decisions about their personal wealth. During their conversation, Brent and Geoff discus...

Join Brent and Mykail James as they discuss the art of being financially savvy. Together, they dive deep into the topic of mastering the art of being financially savvy. Mykail shares her expertise on budgeting and provides valuable insights on how to control your personal finances. Brent and Mykail also explore the psychology of money and the emotional barriers that can hinder financial success. Tune in to learn how to take control of your financial future and become financially savvy. Being fi...

Brent chats with Alex Sonkin about building and operating virtual family offices. They talk about how accountants can focus on their largest clients, provide high level planning, and leverage the unique relationships they have to grow strong family office services. Brent and Alex discuss family offices and the Due Diligence Project. Family offices are private wealth management firms that manage the financial and personal affairs of high-net-worth families. The Due Diligence Project brings these...

Brent chats about bias in one’s analysis. He discusses how to spot it, gives reasons for why we all have bias in the way we analyze problems, and how to prevent it. Brent discusses an important topic that affects all of us: bias in our analysis. Bias can cloud our judgment, distort our perceptions, and lead us to incorrect conclusions. Brent explains how to spot bias in your own analysis, and why it’s so difficult to eliminate it entirely. He gives examples of common biases and offers practica...

Brent chats with Reetu Pepoff about the ins and outs of international tax planning for cross border estate planning clients. They discuss the different income, gift, and estate tax rules and common ways to effectively plan. Reetu Pepoff is an Assistant General Counsel and Senior Vice President within the Legal Department at Northern Trust Chicago. Her role includes all aspects of advising Northern’s fiduciary practice, with particular focus on avoiding conflicts of interest, supervising litigat...

Brent chats with Rachel Sass about the U.S. Supreme Court case Bittner v. U.S., where the Court decided the non-willfulness penalties for FBARs is $10,000 per filing, not per account. This case changed the IRS’s long-time position. Brent and Rachel discuss the case, the reasoning, what it means for FBARs, and what they expect in the future. Rachel Sass is an experienced estate and tax planning attorney in Arizona. Ms. Sass has helped clients throughout Arizona establish their individualized est...

Brent chats about whether having a podcast is a good idea. He shares how to think about starting one, the equipment he uses, and generally gives you a how-to guide on hosting and running a podcast. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Tony Yu about estate planning for Chinese clients. They talk about the culture, what motivates investments in the US, and special considerations from a trust and tax perspective. Tony is the owner of DSG Trust Law. He graduated cum laude from UCLA with degrees in Business–Economic, Communications, and Accounting. Tony is fluent in English, Mandarin, Spanish and Taiwanese. Tony was a Trust Attorney at Holland & Knight LLP, the largest trust law firm in the US and a former clerk ...

Brent discusses some of the less wise “advice” circulating on TikTok recently, including MPI (maximum premium insurance), 401(k)s as a hoax, using trusts to shelter income, and LLCs as the business deduction savior. He digs into each, breaking down how they fall short of their promises. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Rachel Sass about alternative ways to use family limited partnerships (FLPS) beyond gifting and estate tax planning. They discuss (1) preferred partnerships, (2) holding companies, (3) family business governance, (4) cross-border bridges, and (5) income tax basis planning. Rachel is an attorney at Rimon, P.C., and can be found here Rachel Sass – Rimon Law.

Brent chats with Doug Nelson about how financial planning is just like fly fishing. They analogize the two, including picking the correct fly, preparing your gear, and how to remain flexible in changing conditions. All these tools are essential for both activities, and Brent and Doug deliver the news with plenty of laughing and cajoling.

Brent chats with Alex Wells about how to start your new business. They discuss key issues like (1) deciding which business to start, (2) hiring great people, (3) creating good culture, and (4) scaling through marketing and business development. Alex Wells is the Co-Founder of Imprint Digital. Over the last 13 years, Alex has been building a stack of experience in diversified business leadership including digital marketing, sales, account management, strategic planning, employee management and d...

Brent chats with Ronnie Deaver about how professionals can grow their business through intentional marketing and sales. Though these aren’t skills learned in professional school, Ronnie explains how they can be learned, the importance of sales, and scaling to meet your business goals. Ronnie is CEO of NoBull Marketing, a lawyer-exclusive marketing agency that specializes in generating leads and helping lawyers better convert more potential clients into paid retainers with Google My Business, Go...

Now what happens? After the 2022 election split control of Congress, what’s next? Brent chats about possible tax law changes, what to anticipate, and where the most change is likely to happen before 2024. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Brent chats with Rachel Sass about how to close out 2022 and make 2023 a success. They discuss 401(k) and IRA contributions, charitable giving, loss harvesting, and talking about money and finances with family. Rachel Sass is an experienced estate and tax planning attorney in Arizona. Ms. Sass has helped clients throughout Arizona establish their individualized estate plans to ensure peace of mind for their families. Her practice is concentrated in estate and tax planning, probate and trust ad...

This week’s episode is a rewind of a popular conversation Brent had with Rachel Sass about planning for vacation homes. With so many people traveling for the holidays, this conversation reminds of the hazards and opportunities available when leaving a vacation home to family. Rachel Sass is an experienced estate and tax planning attorney in Arizona. Ms. Sass has helped clients throughout Arizona establish their individualized estate plans to ensure peace of mind for their families. Her practic...

Brent chats with Jonathon Morrison about how to optimize charitable lead annuity trusts. They talk about the mechanics, running the numbers, and the many tax benefits for charitable clients. A senior partner and Best Lawyers® honoree, Jonathon Morrison’s practice is focused on tax, business and estate planning for clients with large or complex estates. Jonathon Morrison is licensed in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law in Californ...

Brent chats with Bessi Graham about how businesses can provide meaningful change in the world while making a profit. They discuss finding meaning, working with intention, and building teams around your vision. Bessi is the co-founder of Benefit Capital and The Difference Incubator (TDi). As an investor, entrepreneur, business owner, company director, speaker and writer, Bessi’s passion for using business as an agent for change is internationally recognised. For the past 20 years she has focus...

Brent chats with John Briggs about how companies can grow in a smart way. They discuss cash flow management, paying yourself, hiring, and how to build effective teams. John is the CEO and Founder of Incite Tax and the author of Profit First For Microgyms. His theme is, “The IRS Sucks”, and business owners should keep more of their money to build long-term wealth. He has build an amazing team of Nontraditional accountants to help combat the IRS bullying. Through his 12+ years of Entrepreneurship...

Brent and Tracy Coenen chat about finding fraud in businesses and divorce, helping people in difficult moments, and red flags of fraudulent financial activities. Tracy L. Coenen, CPA, CFF, MAFF, is the owner of Sequence Inc. Forensic Accounting, and performs the vast majority of the investigative work on the company’s cases. She has over two decades of experience in accounting and investigations, and has personally investigated more than 500 frauds in a wide variety of industries. Because she i...

Brent and Dror Futter discuss the numerous challenges family offices face when investing in private equity–from lack of understanding typical terms to inadequate measures of potential investments. They suggest ways family offices can improve their PE activities for increased success. Dror Futter is a Partner at Rimon, P.C., where he focuses his practice on startup companies and their investors, and has worked with a wide range of technology companies. His fifteen years’ experience as in-house c...

Brent chats with Stacy Francis about helping women make strategic money decisions after a divorce. They also chat about her charity, Savvy Ladies, that helps underprivileged women with personal finance. Brent and Stacy also focus on strategies to make wise decisions about personal wealth when going through upheaval in life. Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ong...

Brent and Randy Crabtree chat about how people can use energy efficiency tax credits that were expanded under the Inflation Reduction Act. Specifically, they focus on Sections 45L and 179D, relating to energy efficient real estate development. They also discuss developing a niche accounting practice and keeping up with frequent tax changes. Randy Crabtree is the co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accoun...

Brent chats with Toby Mathis about strategies for business ownership. They cover the difference between corporations, partnerships, and sole proprietorships. They also talk about how trusts can be used to enhance owner protections in a business structure. Toby Mathis is a 25-year tax attorney and founding partner at Anderson Advisors, whose career has focused on how to save money and how to make money. As a result of Anderson’s tax work with tens of thousands of successful investors including p...