Wealth Planning Strategies Using Business Entities With Stacy Eastland - Part 2 Jumpstart - Bloomberg Tax podcast

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Bloomberg Tax Podcasting Education Jumpstart Bloomberg Tax

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Wealth Planning Strategies Using Business Entities with Stacy Eastland - Part 2

5y ago 30:19

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Our guest speaker, Stacy Eastland, Managing Director of Goldman Sachs & Company, discusses wealth planning opportunities and considerations with corporations, preferred partnerships, and limited liability companies. We touch on family office planning strategies that allow for the deduction of investment management fees in the wake of the repeal of §212, including lessons learned from Lender Management and Hellman. We also get into wealth planning techniques using preferred freezes, BDOTs (beneficiary deemed owner trusts), and choice of entity considerations.

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6 episoder

#Bloomberg Tax #Podcasting Education #Jumpstart Bloomberg Tax

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Wealth Planning Strategies Using Business Entities with Stacy Eastland - Part 2

Jumpstart - Bloomberg Tax

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published 5y ago

Del

MP3•Episoder hjem

Innhold levert av Jumpstart - Bloomberg Tax and Bloomberg Tax. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jumpstart - Bloomberg Tax and Bloomberg Tax eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Our guest speaker, Stacy Eastland, Managing Director of Goldman Sachs & Company, discusses wealth planning opportunities and considerations with corporations, preferred partnerships, and limited liability companies. We touch on family office planning strategies that allow for the deduction of investment management fees in the wake of the repeal of §212, including lessons learned from Lender Management and Hellman. We also get into wealth planning techniques using preferred freezes, BDOTs (beneficiary deemed owner trusts), and choice of entity considerations.

… continue reading

6 episoder

#Bloomberg Tax #Podcasting Education #Jumpstart Bloomberg Tax

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