To give you the best possible experience, this site uses cookies. Review our Privacy Policy and Terms of Service to learn more. Got it!
Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

IRC Wealth Podcasts

IRC Wealth public [search 0]
More
Download the App!
Get it on App Store Get it on Google Play
show episodes
 
Artwork

1
IRC WealthCast

IRC Wealth LLC

icon4
icon5
icon
Unsubscribe
icon
Unsubscribe
 Monthly
 
Take control of your finances and embrace life without worrying about money. Wealth building is simple, if you’re doing it right. But in today’s world, it’s easy to get overwhelmed by everything competing for your time and attention. The goal of this podcast is to help you craft a simple plan that truly fits your situation and allows you to achieve financial freedom. What does financial freedom mean? In IRC Wealth CEO David Ragland's best-selling book Wealth Made Simple (yes, really), he def ...
…   continue reading
 
Artwork

1
ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

icon26
icon342
icon
Unsubscribe
icon
Unsubscribe
 Monthly+
 
ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
…   continue reading
 
Artwork

1
Capital Gains Tax Solutions Podcast

Brett Swarts

icon13
icon600
icon
Unsubscribe
icon
Unsubscribe
 Weekly+
 
Welcome to the Capital Gains Tax Solutions Podcast Are you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth? Each episode, Brett Swarts sits down with some of the world’s top minds in real estate, finance, we ...
…   continue reading
 
Loading …
show series
 
Artwork

1
Qualified Charitable Distributions (QCD) from IRAs 11:23

Play Pause
icon
11:23
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
11:23icon
 
An expert shares how Qualified Charitable Distributions (QCDs) from IRAs can reduce taxable income, satisfy RMDs, and maximize charitable giving for those 70½+. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers pro…
…   continue reading
 
Artwork

1
Avoiding Common Ethical Traps in Estate Planning 11:29

Play Pause
icon
11:29
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
11:29icon
 
Expert tips for estate planning attorneys to avoid ethical pitfalls, featuring recent cases and examples of disciplinary actions and disqualifications. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professional…
…   continue reading
 
Artwork

1
The Potential Impact of Proposed Amendments to Circular 230 8:17

Play Pause
icon
8:17
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
8:17icon
 
The IRS proposed changes to Circular 230—what does it mean for tax professionals? A tax expert explains what professionals need to understand. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best pr…
…   continue reading
 
Artwork

1
IRA Estate Planning Ideas to Discuss with Your Clients 11:15

Play Pause
icon
11:15
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
11:15icon
 
Retirement assets can mean big tax hits for heirs. Discover expert estate planning tips to reduce taxes and maximize benefits for your clients. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best p…
…   continue reading
 
Artwork

1
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates 6:56

Play Pause
icon
6:56
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
6:56icon
 
Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client’s trust and estate. Learn why. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professio…
…   continue reading
 
Artwork

1
Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law 12:24

Play Pause
icon
12:24
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
12:24icon
 
An expert offers a review of recent case law and pronouncements by the IRS have indicated the need for increased caution in estate and tax planning. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals b…
…   continue reading
 
Artwork

1
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 2 of 2 13:39

Play Pause
icon
13:39
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
13:39icon
 
Trust and estate experts offer an analysis of the relevant case law, practical illustrations of how the internal affairs doctrine can impact clients, and recommendations for estate planners, in Part 2 of this two-part topic. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers i…
…   continue reading
 
Artwork

1
Internal Affairs Doctrine, Asset Protection, and State of Formation for Legal Entities Pt. 1 of 2 12:44

Play Pause
icon
12:44
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
12:44icon
 
The internal affairs of an entity typically are controlled by the laws of the state of formation, but is this true for charging orders? Experts discuss in detail. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers p…
…   continue reading
 
Artwork

1
Asset Protection for Art: Issues Arising in the Lifecycle of Acquisition to Disposition 21:19

Play Pause
icon
21:19
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
21:19icon
 
Art and asset protection are critical components of managing high-value collections. Understand safeguard against risks like theft, damage and legal issues. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profess…
…   continue reading
 
Artwork

1
Legal and Tax Considerations When Representing Influencers and Content Creators 20:52

Play Pause
icon
20:52
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
20:52icon
 
Two attorneys share lessons learned for professionals who are representing social media influencers and content creators, including prenups and valuation. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professio…
…   continue reading
 
Artwork

1
The Uniform Trust Code Turns 25 11:23

Play Pause
icon
11:23
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
11:23icon
 
A trust and estate professor reviews the history and successes of the Uniform Law Commission (ULC), some of the Uniform Trust Code acts and it future. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals…
…   continue reading
 
Artwork

1
Use of Asset Protection Trusts for Estate Tax Planning Purposes 12:48

Play Pause
icon
12:48
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
12:48icon
 
An estate planning attorney explains the planning opportunities available using asset protection trusts to protect assets from future creditors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best …
…   continue reading
 
Artwork

1
How Typical Trust Agreements Clauses Can Get Turned Around in the Real World 10:42

Play Pause
icon
10:42
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
10:42icon
 
Identify potential issues concerning distribution standards, competing beneficiaries, and trust situs that may arise despite the attempts of trust drafters. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers profess…
…   continue reading
 
Artwork

1
Combatting Elder Financial Abuse 14:15

Play Pause
icon
14:15
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
14:15icon
 
Elder financial abuse is the crime of the 21st century. The public guardian for Cook County, IL explains the issue and his office’s strategy to fight it and reclaim the money for abused seniors. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around…
…   continue reading
 
Artwork

1
Intersection of Family Law and Trusts and Estates 11:02

Play Pause
icon
11:02
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
11:02icon
 
Three tips from a family law attorney for trust and estate lawyers to protect clients in the event of a divorce. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and co…
…   continue reading
 
Artwork

1
Supreme Court Rulings Alter the Future of Tax Regulations 13:02

Play Pause
icon
13:02
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
13:02icon
 
Legal experts break down the tax planning take aways from recent Supreme Court rulings Loper Bright and Corner Post, explaining that Chevron deference is gone. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers prof…
…   continue reading
 
Artwork

1
The Power of Off: A Book Review 12:29

Play Pause
icon
12:29
Play Pause
icon
  Play later
  Play later
  Lists
  Liked
12:29icon
 
An estate planning attorney reviews Nancy Colier book, The Power of Off: The Mindful Way to Stay Sane in a Virtual World and offers takeaways for professionals. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers pro…
…   continue reading
 
Loading …
icon
Help/FAQ | Advertise with Us
Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion
Science|Soccer|Sports|Storytelling|Technology|True Crime
Copyright 2025 | Sitemap | Privacy Policy | Terms of Service | | Copyright
Episode being played series thumbnail
icon icon
Speed
Series settings
1x
1x
Volume
100%
icon
icon icon
/

View Player FM in...
Player FM
Browser
Chrome
Safari
Firefox
Listen to this show while you explore
Play