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Think Ahead: Expert Advise on Personal Audit Risk

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Manage episode 432167975 series 2905641
Contenuto fornito da Evergreen Gavekal. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Evergreen Gavekal o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In our latest podcast, one of Evergreen Gavekal’s seasoned CFP® & CEPA professionals, Kaeli Kaainoa, sits down with our newest hire, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her extensive tax expertise, the invaluable lessons learned from her career, and how she will support our clients with her deep knowledge of tax strategy. The conversation highlights risk management by sharing reasons why some ultra-high-net-worth families may get audited. The discussion then dives into effective tax planning strategies, such as implementing Spousal Lifetime Access Trusts (SLATs) in anticipation of the sunset of the Tax Cuts and Jobs Act (TCJA). This episode is a must-listen for anyone looking to optimize their tax strategies and avoid costly mistakes.

As always, thanks for listening! This podcast was recorded July 22, 2024.

  continue reading

76 episodi

Artwork
iconCondividi
 
Manage episode 432167975 series 2905641
Contenuto fornito da Evergreen Gavekal. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Evergreen Gavekal o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In our latest podcast, one of Evergreen Gavekal’s seasoned CFP® & CEPA professionals, Kaeli Kaainoa, sits down with our newest hire, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her extensive tax expertise, the invaluable lessons learned from her career, and how she will support our clients with her deep knowledge of tax strategy. The conversation highlights risk management by sharing reasons why some ultra-high-net-worth families may get audited. The discussion then dives into effective tax planning strategies, such as implementing Spousal Lifetime Access Trusts (SLATs) in anticipation of the sunset of the Tax Cuts and Jobs Act (TCJA). This episode is a must-listen for anyone looking to optimize their tax strategies and avoid costly mistakes.

As always, thanks for listening! This podcast was recorded July 22, 2024.

  continue reading

76 episodi

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