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Navigating Tax Changes: Protecting Your Wealth and Legacy After 2025
Manage episode 465276119 series 3556879
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Understanding taxes is crucial for effective wealth management. In this episode, we explore four key types of taxes: estate, gift, capital gains, and income tax, offering insights into strategies to minimize liabilities and maximize your wealth.
• Overview of the four main types of taxes impacting individual finances
• Estate tax concerns and projected legislative changes
• Strategies for minimizing estate taxes through gifts
• Explanation of gift tax exemptions and implications
• Insights into capital gains tax and potential legislative shifts
• Strategies for managing and reducing income tax through planning
Chapters
1. Navigating Tax Changes: Protecting Your Wealth and Legacy After 2025 (00:00:00)
2. Understanding Taxes With Wealth for Generations (00:00:03)
3. Estate and Gift Tax Strategies (00:04:53)
4. Tax Planning Strategies and Opportunities (00:16:45)
19 episodes
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