In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Heath Goldman, President of IconWealth, for a conversation on how insurance planning is evolving in today’s chaotic world.
From Heath’s unexpected pivot from law school to wealth planning, to decades spent helping ultra-successful families rethink liquidity, legacy, and risk, he shares why traditional portfolio management simply isn’t enough anymore.
As they continue their discussion, Heath and David explore the resurgence of life insurance as a planning strategy rather than a product, with a deep dive into how Private Placement Life Insurance (PPLI) is reshaping tax deferral and wealth transfer. The conversation also hits on one of the most groundbreaking shifts in the planning world—particularly in South Dakota—where forward-thinking rules allow PPLI policies to hold crypto and other non-traditional assets, offering both tax efficiency and powerful asset protection. It’s a strategy more families are exploring as conversations move beyond traditional planning.
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In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Heath Goldman, President of IconWealth, for a conversation on how insurance planning is evolving in today’s chaotic world.
From Heath’s unexpected pivot from law school to wealth planning, to decades spent helping ultra-successful families rethink liquidity, legacy, and risk, he shares why traditional portfolio management simply isn’t enough anymore.
As they continue their discussion, Heath and David explore the resurgence of life insurance as a planning strategy rather than a product, with a deep dive into how Private Placement Life Insurance (PPLI) is reshaping tax deferral and wealth transfer. The conversation also hits on one of the most groundbreaking shifts in the planning world—particularly in South Dakota—where forward-thinking rules allow PPLI policies to hold crypto and other non-traditional assets, offering both tax efficiency and powerful asset protection. It’s a strategy more families are exploring as conversations move beyond traditional planning.
Episode 37 - Corporate Transparency Act Reporting and a “Single Source of Truth” with Mike Montali
Delivering Direction and Control
46 minutes 36 seconds
1 year ago
Episode 37 - Corporate Transparency Act Reporting and a “Single Source of Truth” with Mike Montali
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, Mike Montali – CEO of Harbor Compliance. Listeners will discover the fascinating journey of Harbor Compliance, from inception to their exponential growth in becoming a leading provider of compliance solutions for businesses and nonprofit organizations. Their purpose-built software platform and managed services are designed to streamline the complex landscape of multistate government licensing compliance, allowing businesses and organizations to effortlessly put compliance on autopilot, ensuring seamless operations and peace of mind.
As they continue their conversation, David and Mike take a focused turn towards the Corporate Transparency Act (CTA) and its implications. We learn how Harbor Compliance’s cutting-edge technology securely handles the requirements of the CTA, from information collection to storage and filing, providing a “single source of truth” for those who are affected by the new reporting requirements with absolute minimal disruption to their business.
Delivering Direction and Control
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Heath Goldman, President of IconWealth, for a conversation on how insurance planning is evolving in today’s chaotic world.
From Heath’s unexpected pivot from law school to wealth planning, to decades spent helping ultra-successful families rethink liquidity, legacy, and risk, he shares why traditional portfolio management simply isn’t enough anymore.
As they continue their discussion, Heath and David explore the resurgence of life insurance as a planning strategy rather than a product, with a deep dive into how Private Placement Life Insurance (PPLI) is reshaping tax deferral and wealth transfer. The conversation also hits on one of the most groundbreaking shifts in the planning world—particularly in South Dakota—where forward-thinking rules allow PPLI policies to hold crypto and other non-traditional assets, offering both tax efficiency and powerful asset protection. It’s a strategy more families are exploring as conversations move beyond traditional planning.
