Oct 11, 2021
BRT S02 EP 41 (88) 10-10-21
Topic: Taxes – Are They Going Up w/ the Proposed New Tax Bill? How this Affects You, Your Business and Assets
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
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
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Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
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Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.