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Summary:
In this episode, we had Matt Sharp from Structure Chartered Professional Accountants LLP, an expert in tax returns and estate planning, discussing the complexities of tax returns required after someone passes away.
We delve into the complexities of estate taxation and the strategies available to mitigate tax burdens. Our guest outlines the implications of various actions such as dissolving a company or extracting money, emphasizing the importance of careful planning to avoid double taxation and maximize tax efficiencies. Overall, the episode provides essential tips for executors to navigate the complexities of post-mortem tax filings effectively.
Key points:
Matt Sharp
Structure Chartered Professional Accountants LLP
[email protected]
https://www.structurecpa.com/
Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
Facebook
LinkedIn
Instagram
Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
Facebook
LinkedIn
Instagram
Summary:
In this episode, we had Matt Sharp from Structure Chartered Professional Accountants LLP, an expert in tax returns and estate planning, discussing the complexities of tax returns required after someone passes away.
We delve into the complexities of estate taxation and the strategies available to mitigate tax burdens. Our guest outlines the implications of various actions such as dissolving a company or extracting money, emphasizing the importance of careful planning to avoid double taxation and maximize tax efficiencies. Overall, the episode provides essential tips for executors to navigate the complexities of post-mortem tax filings effectively.
Key points:
Matt Sharp
Structure Chartered Professional Accountants LLP
[email protected]
https://www.structurecpa.com/
Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
Facebook
LinkedIn
Instagram
Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
Facebook
LinkedIn
Instagram