Soundtrack to a Financial Advisor's Life with Olde Raleigh Financial

Tax Law and Policy Updates with Sandy Clark, Tax Attorney at RDU-based Manning

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Self-described tax policy geek and tax attorney Sandy Clark fills us in on what’s going on with tax laws and how it might affect high net worth clients

A top notch RDU-based tax attorney reviews the Trump-era tax changes, the Biden administration tax proposals and what Congress might actually pass. In addition we covered when Trusts are appropriate, the end of the “stretch IRA” and her favorite places to go for business lunch.


Topics

  • Tax Policy Update and Outlook
  • Review of 2017 Tax Reforms
  • When is a Trust appropriate? When is it not needed …..
  • What’s probate specifically in NC and what is a typical scenario where it comes into play
  • Over your career, what have you personally gotten better at and what has your firm gotten better at during your tenure?
  • What makes Manning Fulton Skinner stand out?
  • What is Sandy reading, streaming or are you listening to a particular podcast?
  • Cheap date tip: ACC Wrestling at Reynolds Coliseum
  • Favorite Biz Lunch?
  • Prince’s Estate Debacle
    • ...more
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    Soundtrack to a Financial Advisor's Life with Olde Raleigh FinancialBy Olde Raleigh Financial Group
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