Oct 11, 2021
Taxes – Are They Going Up w/ the Proposed New Tax Bill? How this Affects You, Your Business and Assets
- BRT S02 EP 41 (88) 10-10-21
5 Things We Learned This Week:
Guests: Ike Devji, AZ Wealth Law
Ike’s expertise in the areas of asset protection, trusts, LLC,, off shore asset protection, and lawsuit protection strategies. Ike also covers areas business owners should consider when selling their business. He is an AZ resident for 40 years and graduated from University of Arizona who has spoken , taught classes and written numerous articles on asset protection.
Ike talks all things asset protection and the importance of setting up trusts. How you should organize your investments like Real Estate, or Stocks, The importance of having Crypto info available for your heirs -
- hold Crypto in vehicle with protection and pay Capital Gains Tax
- Cannot hide, have to disclose and pay tax regardless if in off shore account
- Account for Crypto Assets properly in estate plan
- Private key and passwords to wallet – platform to hold, what coins, price
Guest: Denver Nowicz,
President - Wealth For Life
Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He discusses the proposal for the Biden tax Plan and how it will affect people, business, and real estate investors. Corporate rates, Estate Exemptions, and Real Estate rules are all on the table.
Defense – Why defense is so important, and how Insurance strategies can help. 3 to 1 Matching – one of Denver’s favorite strategies thru insurance, more for upper level earners who have a long term horizon
Tax Protection – Tax Buckets, broken into 3 categories of taxed (income), tax deferred (401K), tax free (Roth), understanding the differences, and where your funds are currently, and options thru insurance products to move more $ to a tax free position
More Info on WFL and Tax Free Matching: HERE
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
More 'Best of Investing': Here
Legal Topic: https://brt-show.libsyn.com/category/Legal-Asset+Protection-Estate+Planning
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Business Roundtable with Matt Battaglia
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Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
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