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.