Brent Nelson 🇺🇦 @wealthandlaw
Lawyer to global HNW families. Sharing tips from their success. Not legal advice. Podcaster, Author @thomsonreuters, Fellow @ACTECNEWS, Partner @rimonlaw rimonlaw.com/team/brent-nel… Arizona/Colorado Joined November 2019-
Tweets4K
-
Followers1K
-
Following319
-
Likes7K
The first episode in my series on the alphabet soup of irrevocable trusts you need to know about pre-2026 is up: Introduction to IDGTs. Future episodes will be me and friends, not just me :) I'm working on the CPE/CLE credit. Stay tuned wealthandlaw.com/2024/04/30/int…
Ok, IDGTs episode recorded! I’ll release it later this week
Ok, IDGTs episode recorded! I’ll release it later this week
The people on here talking about how bad big law is who also very openly advertise their big law resume are endless entertainment 😂
At the insistence of @AtlantaTax, I’ll be recording a series of podcast episodes on some of the alphabet soup trusts that will be very important as we creep toward an estate tax cliff on 1/1/2026 IDGT ILIT SLAT QPRT QTIP RPMT I just did CRT/CLT here podcasts.apple.com/us/podcast/wea…
Looks like both sides of our two-party system are starting to stake their positions on TCJA. This is only the beginning of the ride friends. Hang on!
And to be clear, I was my usual polite self to the client and had a laugh about it later. It goes with territory that I occupy professionally
And to be clear, I was my usual polite self to the client and had a laugh about it later. It goes with territory that I occupy professionally
Every year the quail lay eggs in our backyard. It’s just a question of where.
I charged a fee that was 0.028% the value of the overall estate and the client complained about the bills. Gotta love it.
I’d like to thank these beautiful Spring wildflowers for making my face have the snot content of a sick toddler.
#TaxTwitter will see some of y’all soon in the sunshine ☀️
Today’s work list included: -Discussions with a client about gifting -Strategy on how to fund a bypass trust -Explaining an S Corp F Reorg for an exit event -Reviewing an operating agreement for a family office
Near shoring to Mexico 🇲🇽 has been a significant factor for the success of quite a few of my clients. Very interesting times for our neighbors bbc.com/news/business-…
Americans with Canadian property or businesses need to consider acting before June 25, 2024. The capital gain rate will go from 26.76% to 35.69% in Ontario, for example. It might make sense to trigger the gain now at the lower rate. jdsupra.com/legalnews/cana…
Very nice explanation of AI in estate planning. AI is incredible, but it's not your professional. Some guardrails and rules of thumb are needed.
Very nice explanation of AI in estate planning. AI is incredible, but it's not your professional. Some guardrails and rules of thumb are needed.
Is it just me, or is it that everytime some begins with “quick question” it is neither quick nor a question?
I feel like this episode was for everyone in Texas 😂
I feel like this episode was for everyone in Texas 😂
Justin Miller @justinmilleresq
11K Followers 745 Following Bad tax jokes, even worse puns, and some tough tax topics. Evercore National Director of Wealth Planning and Tax Prof. My own opinions. Not legal/tax advice.
Ashley the CPA 🌿 @seattle_tax
8K Followers 610 Following Microsoft MVP - BizApps and MS365. I talk about trusts, taxation and technology, not necessarily in that order. Actively trying to give AI my job.
Brian Streig, CPA @cbriancpa
23K Followers 3K Following CPA focusing on tax. Most of my tweets are related to #TaxTwitter or about Austin, Breckenridge, Italy, tattoos, food and my puppy. He/Him 🇮🇹🇺🇸
Alicyn McLeod @AtlantaTax
6K Followers 718 Following CPA, CFP® | Accountant, tax advisor, wealth manager | she/her
Kelly Phillips Erb @taxgirl
63K Followers 6K Following I share #tax and #law stories for @Forbes. Lawyer, writer, proud mom. Happiest with #coffee ☕ and my kids. Free tax newsletter signup at the link below.
Lorilyn Wilson, CPA @LorilynWilson
16K Followers 747 Following CPA | Owner Lake Oswego Tax | Recovering D1 Athlete (Go Blue) | I also help accountants create content on social media | Honorary Matt
Frazer Rice @frazerrice
3K Followers 949 Following Family Office, T&E, Wealth & Trustee Consulting, "Wealth Actually" 📕 Book & 🎙️Podcast. Golf/Horror/Comic Book/'80s Fan.
Matthew J. Cordes, EA @cordes_tax
8K Followers 3K Following Husband. Father. Small town tax pro. Fan of smoked meats, #DadJokes & #TaxTwitter Tweets≠tax advice. Millennial Boomer. #FreshPAC2024 - Micah 6:8
Thomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Nicole Davis @wifemomcpa100
14K Followers 2K Following Wife to 1, mom to 5 & CPA to many | Speaker | Coach | I share my journey of being a firm owner with the hubs & 5 children | Forbes Top 200 CPAs | #WomenTalking
Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, CO
Chérie ✨ @CherieRaquelCPA
940 Followers 758 Following I help #Nonprofit Leaders and #SocialEnterprise Executives navigate tax compliance, preserve wealth & maximize charitable impact for themselves & their orgs.
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Dan Herron @fintaxdude
5K Followers 4K Following A dude trying to simplify investing, retirement & taxes for all. CPA/PFS, CFP® Principal of BBFS Inc & Elemental Wealth Advisors.
Mary @AccountingAsArt
12K Followers 3K Following CPA. Former teacher. Fierce defender of those I hold dear. Unrealistically optimistic. Typically sarcastic and salty af. Plucky comic relief. she/her/hers
kristenkeatsCPA 🦊 @kristenkeatsCPA
2K Followers 750 Following Founder of Breakaway BA. Life goal: Bring Joy to Accounting
Bruce Steiner @BruceDSteiner
827 Followers 653 Following Tax and trusts and estates attorney at Kleinberg, Kaplan, Wolff & Cohen, P.C., in Manhattan. Also admitted in NJ and FL. Frequent author and lecturer.
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Nayo Carter-Gray, EA @NayoCarterGray
8K Followers 3K Following Virtual Accountant who loves a corny joke, funky glasses, and is passionate about #technology. Host of @TYFVirtual #ForbesTop100MustFollowTaxTwitterAccounts
Grumpy CPA @taxlady04
2K Followers 1K Following CPA, animal lover, fierce protector of pollinators 🐝 🦋 Passionate about permanently moving the US tax deadline and thankful for #TaxTwitter
🇺🇲🇺🇲IEran.. @IEranLoveyou
1K Followers 2K Following 🇺🇲I'm a lover of photography 📷 Please don't follow me if you don't live in the US, it's hard to meet up and discuss photography together 🤗 🇺🇲 DM OKOK😊😊
TammyPitman @70a6d446MSR04
0 Followers 89 Following
Kristopher Holcomb, C.. @kkholcomb
405 Followers 277 Following
Don Wharton @donwharton_ss
336 Followers 2K Following Researching serial acquirers & great capital allocators. Turning over lots of rocks. Sharing under-the-radar compounders. Not investment advice do D.D.
Joel Wymer @smartmoney_4U
1K Followers 3K Following Christian, Husband, Dad, Financial Strategist, Elvis fan
Dobby @dobbybitcoin
87 Followers 101 Following Master has given Dobby a SAT, Dobby is Free npub1rxlsnkwt4pnzvhfm7kuukn62x97x98dmgg2zskczuf3w6dn9jyzqcm6gy8
Brent Lewis @BrentLewis37
188 Followers 703 Following Conservative black Jew. USNA and MIT. Former Naval aviator, mission commander, and flight instructor. Now, father, grandfather, and private equity investor.
Dustin Terry @DustinTerry00
539 Followers 229 Following Christian, Father, Husband, Wealth Advisor to entrepreneurs, Bama Fan. opinions my own, tweets are not investment or financial advice.
Dan Brennan @DBclouds99
719 Followers 2K Following
Angelyn Mesplay @AngelynMes51974
82 Followers 5K Following
Zahra Perna @pern_zahr
37 Followers 5K Following
Bill @Bill52995699
163 Followers 247 Following
Allen Hamson @allen_hams19822
67 Followers 5K Following
Cory Smith @DINKplanning
321 Followers 412 Following DINK, veteran, avid backpacker, novice free diver, all around outdoor enthusiast, and investment professional. tweets≠advice
Car Lawyer Guy @Car_lawyer_guy
94 Followers 135 Following I am an attorney who represents plaintiffs in lawsuits against car dealers and manufacturers. Here to discuss that and some other legal stuff.
Rohit Das @Rohit_Das18
46 Followers 273 Following Founder of Media Buyer Bridge, helping build effective digital marketing teams and finding your next marketing expert
Doug Dimmadome, Owner.. @krieghoff0861
11 Followers 49 Following
patrick Seitz @Dennosmalls
544 Followers 2K Following Senior writer for investor business Daily, @IBDinvestor, covering personal technology, including PCs, consumer electronics and video games.
Harry Perkins @hperkMS
87 Followers 252 Following Financial Advisor at Morgan Stanley, For more information please visit my website. NMLS #2264051
Lewis Saret @lsaret
85 Followers 23 Following
lucas @pharaoxh33
171 Followers 1K Following Day Trader | Car Enthusiast | @daytradinginstitution | Miami, Fl 🌴
Michael Finnegan @MFinnegan25
89 Followers 410 Following
Jeb Jarrell, CFP @jarrell_jeb
336 Followers 698 Following Financial Planner | Guiding clients from the 9-5 grind to a successful retirement | Signup for my newsletter 👇🏻
Adam Schroeder @AdamSchroeder
1K Followers 2K Following 9 figures of cannabis sales. interested in tech, real estate, sales and wine. On a life long hunt for the perfect sandwich. kings/cuse
MalcolmTucker @BloodyWanker913
239 Followers 476 Following Talking smack to myself and others. In another dimension I run a lot of money and have many followers. Ranked #1 wealth manager in America by my wife.
jrb3 @jrb4js
85 Followers 948 Following
Brett Elliott @BrettJElliott
969 Followers 489 Following Financial advisor @ Peek Wealth. Ex Sunderland AFC player. Now living in San Diego.
dmajors @dmajors
12 Followers 385 Following
CRWildcat @CRWildcat22
20 Followers 531 Following
DebiMH @debi_mh
1 Followers 34 Following
Candice Dziuk @DziCand
43 Followers 5K Following
Soraya Delatrinidad @SDelatrini88302
45 Followers 5K Following
Neely Lanini @nee_lani
42 Followers 5K Following
Indie Pychardo @IPychard
35 Followers 5K Following
Legacy Law Group @thelegacylwyer
2 Followers 15 Following Helping you move from success to significance. Plan your legacy, live forever. 🚨 Not legal advice. 🚨
Sueann Murrill @murrill54987
60 Followers 5K Following
Johnathan Hawkins @Johnath91965705
0 Followers 543 Following
Peter C. @affinitytax
9 Followers 23 Following
Blanche Stephanski @BStephansk39418
67 Followers 5K Following
Zunie Nguyen @yogicpa
49 Followers 28 Following ✨ Financial Mindfulness | Beyond your Financial Balance ✨
Arthur Burns, FOMC @Arthur_F_Burns
18 Followers 204 Following Former @federalreserve chairman. “The tree of liberty must be refreshed from time to time with the blood of patriots and tyrants.” - Thomas Jefferson
JL CPA @JLoBeanCntr
465 Followers 268 Following Obsessed with #TaxTwitter. Is tax season over yet? No, just No. Planning the next summer vacation to decompress.
Diane Gilabert, CPA @DianeGilabert
8K Followers 8K Following Tax geek. Tennis player. Cat lover. Love Subchapter K, M&A tax consulting, multistate tax. Former @sdhumane CFO. Living the dream in San Diego! #TaxTwitter
Matt Foreman @ForemanTaxLaw
14K Followers 148 Following Tax lawyer, sports fan, memorabilia (cards/bobbleheads) collector. Tweets are not legal advice; views are mine, not my employer's. He/him
Justin Miller @justinmilleresq
11K Followers 745 Following Bad tax jokes, even worse puns, and some tough tax topics. Evercore National Director of Wealth Planning and Tax Prof. My own opinions. Not legal/tax advice.
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Ashley the CPA 🌿 @seattle_tax
8K Followers 610 Following Microsoft MVP - BizApps and MS365. I talk about trusts, taxation and technology, not necessarily in that order. Actively trying to give AI my job.
Alicyn McLeod @AtlantaTax
6K Followers 718 Following CPA, CFP® | Accountant, tax advisor, wealth manager | she/her
Kelly Phillips Erb @taxgirl
63K Followers 6K Following I share #tax and #law stories for @Forbes. Lawyer, writer, proud mom. Happiest with #coffee ☕ and my kids. Free tax newsletter signup at the link below.
Logan Graf @LoganGrafTax
19K Followers 721 Following Pioneering the CPA firm owner landscape. I also make YouTube videos :) YT: https://t.co/oXYIMA0U2o
Adam Markowitz @adammarkowitzEA
21K Followers 288 Following Luminary Tax Advisors. Enrolled Agent. #TaxTwitter-er. Forbes Top 100 Tax Accts to Follow 2021. Bloomberg Tax Pros to Follow 2022. WOCC Small Biz of Year 2023.
Lorilyn Wilson, CPA @LorilynWilson
16K Followers 747 Following CPA | Owner Lake Oswego Tax | Recovering D1 Athlete (Go Blue) | I also help accountants create content on social media | Honorary Matt
Sabrina the SALTy CPA @IraGilligan
13K Followers 2K Following I help tax pros navigate SALT for their clients. Unfiltered content. #ADHD and thriving. #TaxTwitter. Matt Club Member.
Frazer Rice @frazerrice
3K Followers 949 Following Family Office, T&E, Wealth & Trustee Consulting, "Wealth Actually" 📕 Book & 🎙️Podcast. Golf/Horror/Comic Book/'80s Fan.
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Matthew J. Cordes, EA @cordes_tax
8K Followers 3K Following Husband. Father. Small town tax pro. Fan of smoked meats, #DadJokes & #TaxTwitter Tweets≠tax advice. Millennial Boomer. #FreshPAC2024 - Micah 6:8
Nicole Davis @wifemomcpa100
14K Followers 2K Following Wife to 1, mom to 5 & CPA to many | Speaker | Coach | I share my journey of being a firm owner with the hubs & 5 children | Forbes Top 200 CPAs | #WomenTalking
Douglas A. Boneparth @dougboneparth
269K Followers 624 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
Ed Zollars, CPA @edzollars
16K Followers 589 Following Tax CPA & CPE Lecturer for Kaplan Financial Education. Author of material on Current Federal Tax Developments website @[email protected]
Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, CO
Tax Chic @taxchic_k
4K Followers 760 Following Saving her real thoughts for Twitter. I’m not giving you advice. I’m giving you a piece of my mind. Don’t confuse the two. (Also, self-proclaimed influencer ✌️)
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
kristenkeatsCPA 🦊 @kristenkeatsCPA
2K Followers 750 Following Founder of Breakaway BA. Life goal: Bring Joy to Accounting
Hayden Clarkin @the_transit_guy
119K Followers 5K Following Sometimes known as The Transit Guy. I love transit, Adele, ABBA. @transitcon My Tweets are Me.
Jessica Smith, Enroll.. @Taxsavvyjessica
769 Followers 450 Following America's #TaxDome Sweetheart I Co-Founder of Workflows for Tax Pros I Founder of The 100K EA @the100kea I Co-Founder of @taxreview2DW
Chris Geno, CPA @ChrisGenoCPA
2K Followers 2K Following Professional likes: meeting people | learning new tricks | making the complex clear Less professional likes: dogs | bowling | being outside | investing
Josh Youngblood, EA @JoshYoungblood
2K Followers 1K Following Enrolled Agent, NTPI Fellow, CTRS, Tax 💰, Tech🧑🏻💻 , Traveling ✈️. Solving problems and loving it. Proud Parent 🐶 & Happy Husband💍. 🌈
JL CPA @JLoBeanCntr
465 Followers 268 Following Obsessed with #TaxTwitter. Is tax season over yet? No, just No. Planning the next summer vacation to decompress.
Dan Chodan @danchodan
3K Followers 303 Following
Zan Schindler @schindler_92
42 Followers 430 Following
Amy Vetter @AmyVetterCPA
5K Followers 1K Following Keynote Speaker- CPA,Yogi, & Technologist, TEDx Speaker, Breaking Beliefs Podcast host-https://t.co/Ah6Hj3xwB9
Yajaira Tiscareño @YajairaTiscar
108 Followers 97 Following You focus on your business, We’ll take care of your taxes. https://t.co/3HIqttGVdR
Jessica Goedtel, CFP�.. @JessicaGoedtel
2K Followers 757 Following Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Cohost @fleecevests Chiefest of Calamities 🐉🔥tweets = not advice
TaxRetreat 🥞🧇 @taxretreat
1K Followers 204 Following 2024 TaxRetreat will be in Chicago, IL July 19-20 The Anti-Conference for TaxTwitter to connect beyond the keyboard!
Toni Ann Kruse @kruseta81
74 Followers 283 Following
J W Davis @jwdavis318
49 Followers 108 Following Butler-Davis Financial Group LLC Investment Advisor
David Herzig @professortax
4K Followers 998 Following Principal @EY_Tax. Recovering Law Professor. Bylines: @nytimes, @wsj, @washingtonpost, and @slate | @Forbes Contributor. Views mine.
murphy jensen @murphyjensen
5K Followers 191 Following Founder & EVP at WEconnect Health. 93 French Open Champion. I was born to serve....what were you born to do....
Jenny Rozelle @jennyrozelle
4K Followers 661 Following Estate & Elder Law Attorney / Owner of @INEstateLaw. ⚖️ Not legal advice. 🚨 Host @LegalTeaPodcast. 🎧 Owner @IndyFiduciary. 💌 Live on a cattle farm. 🐮
Bruce Steiner @BruceDSteiner
827 Followers 653 Following Tax and trusts and estates attorney at Kleinberg, Kaplan, Wolff & Cohen, P.C., in Manhattan. Also admitted in NJ and FL. Frequent author and lecturer.
Stephan King CPA/PFS @skingcpa
196 Followers 131 Following I'm a certified public accountant in Arizona. I have actively practiced in Hawaii, Oregon and Arizona for more than 30 years. #TaxTwitter, #estateplanning
Herman Enayati @LA_CRE_Attorney
1K Followers 551 Following CRE deal attorney helping sponsors acquire and finance real estate. Not legal advice; not your lawyer.
Lou Stagner (Golf Sta.. @LouStagner
170K Followers 1K Following Performance Coach, @ArccosGolf (DATALOU15 saves 15%), @Titleist Ambassador, @HackItOutGolf, @StrackaLine (DATALOU15 saves 15%), @PrincetonGolf
Jon Sherman @practicalgolf
79K Followers 325 Following Author of The Four Foundations of Golf ➜ https://t.co/E6TgshifK8 I New Book available now ➜ https://t.co/5E9sTO2JSg I Co-Host of The Sweet Spot 🎙️I Golfer ⛳️
Brian Wolfe, CPA @BrianWolfe6
2K Followers 1K Following
Markia Brown, AFC® @theemoneyplug
2K Followers 671 Following 🏆 I won a Plutus Award for Best New Personal Finance Content (Video) & https://t.co/HLHyHEE7kN’s 2023 Best Credit Repair Advice on FinTok
Matt Hochstetler @MRHesq
504 Followers 906 Following Trusts & Estates Attorney | @ACTECNEWS Fellow | LLM (EP) from #TheU | @OSBA Certified Specialist in #EstatePlanning, #Trust & #Probate Law.
T.J. Ryan, Esq @tjryanesq
325 Followers 2K Following Estates and Trusts lawyer with a golf addiction, @jackryan2024 baseball fan, sometimes @crossfit and misguided humor. Proud #ACTEC Fellow @pingtour loyalist
OSINTtechnical @Osinttechnical
931K Followers 800 Following OSINT guy, PAI enjoyer, journalist @hntrbrkmedia, my views/freezing cold takes are my own. Standard spiel about not endorsing retweets, likes, and comments.
Jeremy Enns 🇨🇦 .. @iamjeremyenns
4K Followers 1K Following 👨🏫 Helping scrappy founders & marketers hit their next growth milestone @podgrowthschool 📈 50M+ Client downloads ✍️ Sharing daily podcast growth tips
Melinda May @mmaycpa
1K Followers 1K Following Intrigued by taxes, travel, good food, authentic people and life. Work Hard | Play Hard | Rest When Needed
Kris Flammang @kflammang
305 Followers 3K Following Devoted Hubs & Dad. Silver is my natural hair color. Thoughts on Mindset & Wealth. I interview interesting $$ people. Disclosures in link.
Daryna Antoniuk @daryna_antoniuk
14K Followers 727 Following Cybersecurity Reporter at @TheRecord_Media | Ex at The Kyiv Independent/Forbes/The Kyiv Post
Cliff DuVernois @cliffduvernois
132 Followers 147 Following Michigan Podcast and Radio Host of “Ordinary People; Extraordinary Things”
Jan Roberg @RobergTax
4K Followers 3K Following I specialize in individual and small business (one or two owner) taxes. she/her
PlannerDAO @PlannerDAO
894 Followers 451 Following A global community of 1,000+ forward-thinking financial professionals // Advisors, become a CDAA: https://t.co/V5KgVatclM
James Yochum, CPA, LS.. @JTheAccountant
7K Followers 346 Following CFO & Tax Strategist for Entrepreneurs, & SMBs @ConsultCorridor Steward of #SupportYourFamily #LaunchYourBusiness #MainStreetNotWallStreet #Bitcoin
Dr. Pasha Carter @PashaCarter
5K Followers 1K Following Owner and Editor In Chief at VIP Global Magazine Forbes Magazine contributor
Dwight Dettloff, CPA,.. @DwightDettloff
570 Followers 855 Following Guide to self-employed and closely-held businesses • Reluctant Runner & Cyclist • Oscillating between mountains and lakes
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Joel Revill @TwoOceanTrust
325 Followers 72 Following CEO of Two Ocean Trust | Wyoming Blockchain Select Committee | Wyoming Stable Token Commission
Twyla Verhelst, CPA @TwylaVerhelst
5K Followers 2K Following ✨Head of the Accountant Channel @freshbooksaccts | @freshbooks ✨Creator of Collaborative Accounting™ ✨Founder of the #VPDExperiment
Gray Hawk Part 2… (these are from this afternoon but it might be the same exact tree from last week 😆)
Nothin’ like a scenic hike to remind you that there’s so much more to life… ❤️ 📍Laguna Beach
You know, I'm beginning to think this might not be the year for the Angels
@AccountingAsArt @wealthandlaw @AtlantaTax @EarmarkCPE Seconding this request! 🥰
@wealthandlaw @AtlantaTax Will you hook up with @EarmarkCPE so we can listen on different platforms and maybe get credit for learning new stuff?
@wealthandlaw @AtlantaTax Can we find the podcast elsewhere? I'm not an apple user. I can listen through Audible and other platforms. I would love to listen to these podcasts and share them with my staff as we grow our trust and estate practice.
@wealthandlaw @MichLovesMoney Yeah that’s mine too. I don’t know if anyone else in podcasting works 12 hour shifts outside away from the office, away from the podcast studio. And yet put an amazing show together for themselves and others in their spare time.
Everyone in Omaha I’m thinking of you. Love you and praying for everyone’s safety!
DTC still allowing cupcakes to be utilized for collateral.
@wealthandlaw I just finished your podcast on Charitable Trusts! I love the high level overview. 😁 (For anyone that wants to listen as well…) wealthandlaw.com/?powerpress_pi…
“We’re Not Gonna Take It” by Twisted Sister was released 40 years ago on April 27, 1984. Since then, it appears that we have, in fact, taken it.
My state (Indiana) is on the list. I need to look into it more - I'm curious what restrictions we actually have here in Indiana. I was at an ag-based event recently and they made reference to our state having very little "foreign ownership."
Update on foreign ownership of agricultural land laws... So far in 2024, 6 states have signed measures into law restricting foreign ownership to some degree: ID IN SD UT IA MS That brings it to 24 states that restrict foreign ownership to some extent. → No states have an…
@wealthandlaw @AtlantaTax Can you lump BDIT in with the IDGT as well?
They’re back… Hooded Oriole on Ocotillo
@jennyrozelle @wealthandlaw Love the topic... estate planning and financial planning are fun topics.
Catching up on podcasts that I faithfully follow and wanted to share this episode from @wealthandlaw about estate planning options with pre-tax accounts like Traditional IRAs: podcasts.apple.com/us/podcast/wea…
@wealthandlaw I almost typed "unbelievable" then I was like, "Nope. Very believable." LOL
@wealthandlaw And if it was an estate administration the highest expense reported was likely a real estate commission for a selling a residence
Trends for United States
You might like
