On this month's Tax Warrior Rewind episode, we review Jane's conversation with Rachel Kieser, CPA, MT, about changes in tax law. A current hot topic, especially around estate planning, the implications of these changes for high net worth families are significant. Rachel’s expertise in guiding her clients to sustain and grow their wealth proves invaluable, as she shares insights from retirement account management, to how to use trusts and estates to minimise tax liability and taxable appreciation, to the impact of Covid-19.

Get the full show notes and more resources at TaxWarriors.com/Podcast.

This month's Tax Warrior Rewind takes a look back at Jane's discussion with Jennifer Karpchuk. With in-person restrictions due to Covid, millions of people began working from home. As a result, businesses are trying to navigate the complex world of state and local taxes (SALT). Jennifer, an attorney at Chamberlain Hrdlicka, is an expert on how these nuanced tax laws impact employers and employees. This is especially important as we approach the end of the year.

Get the full show notes and more resources at TaxWarriors.com/Podcast.

Most people don’t know that the IRS has a person whose singular focus is on the rights of the taxpayer. For 19 years, our guest Nina Olson filled that role as the National Taxpayer Advocate of the United States, an independent organization within the Internal Revenue Service, dedicated to assisting taxpayers in resolving their problems with the IRS. Today, Nina serves as Executive Director and Founder of the Center for Taxpayer Rights, a non-profit organization, dedicated to furthering taxpayer rights in the U.S. and internationally.  In today’s episode, Nina and Jane discuss the struggles taxpayers are having with contacting the IRS, its staff shortage, its technology challenges, and what the future may hold for the IRS.

Get the full show notes and more resources at TaxWarriors.com/Podcast.

With in-person restrictions due to Covid, millions of people began working from home. As a result, businesses are trying to navigate the complex world of state and local taxes (SALT). Jennifer Karpchuk, an attorney at Chamberlain Hrdlicka, is an expert on how these nuanced tax laws impact employers and employees. In this episode, she sheds light on some of the impacts of SALT for a remote workforce.

Get the full show notes and more resources at TaxWarriors.com/Podcast .

Changes in tax law are a current hot topic, especially around estate planning. Jane Scaccetti talks to fellow Tax Warrior Rachel Kieser, CPA, MT, about the implications of these changes for high net worth families. Rachel’s expertise in guiding her clients to sustain and grow their wealth proves invaluable, as she shares insights from retirement account management, to how to use trusts and estates to minimise tax liability and taxable appreciation, to the impact of Covid-19.

Get the full show notes and more resources at TaxWarriors.com/Podcast. 

Today's wealthy families are growing assets at a record pace. And, we are on the precipice of the largest transfer of generational wealth in American history. Yet, this wealth is at risk like never before. Underinsured or mis-insured families may not even know the scale of their exposure. So what is a family to do? Risk management expert Tamar Silberberg Shiffman, CEO of Concierge Insurance Solutions, joins us to give her insights on protecting the wealth families have worked so hard to build and what you can do to protect yours.

Get the full show notes and more resources at TaxWarriors.com/Podcast. 

Tax Warrior Perspectives is focused on ideas, strategies and tactics to help entrepreneurially driven businesses and their families build legacies through growing and sustaining their wealth. We’ll talk with our team and community of specialists at Drucker & Scaccetti to help bring these concepts to life for you.

Join us and discover how Tax As A Business Strategy® can help build your family legacy.