Our guest speaker, Stacy Eastland, Managing Director of Goldman Sachs & Company, discusses wealth planning opportunities and considerations with corporations, preferred partnerships, and limited liability companies. We touch on family office planning strategies that allow for the deduction of investment management fees in the wake of the repeal of §212, including lessons learned from Lender Management and Hellman. We also get into wealth planning techniques using preferred freezes, BDOTs (beneficiary deemed owner trusts), and choice of entity considerations.
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Our guest speaker, Stacy Eastland, Managing Director of Goldman Sachs & Company, discusses wealth planning opportunities and considerations with corporations, preferred partnerships, and limited liability companies. We touch on family office planning strategies that allow for the deduction of investment management fees in the wake of the repeal of §212, including lessons learned from Lender Management and Hellman. We also get into wealth planning techniques using preferred freezes, BDOTs (beneficiary deemed owner trusts), and choice of entity considerations.
Artificial intelligence (AI) has made its way into the accounting profession. App Zen CEO, Anant Kale joins Bloomberg Financial Accounting to speak about transformative accounting solutions for modern finance teams.
Listeners will better understand the technology available, and how they can help companies discover misuse, fraud, and mistakes. Learn how AI can manage compliance through the elimination of manual sampling techniques and through the audit of 100% of expenses in real time. See how AI is helping accountants repurpose their skills, transitioning the low-risk, and high-volume transactions to automation and concentrating human auditor focus on the complex, high-risk areas of tomorrow’s corporate dealings.
From gentlemen’s clubs and mistresses to entertainment and coffee, tune in and hear about some of the wild instances AI discovered!
Jumpstart - Bloomberg Tax
Our guest speaker, Stacy Eastland, Managing Director of Goldman Sachs & Company, discusses wealth planning opportunities and considerations with corporations, preferred partnerships, and limited liability companies. We touch on family office planning strategies that allow for the deduction of investment management fees in the wake of the repeal of §212, including lessons learned from Lender Management and Hellman. We also get into wealth planning techniques using preferred freezes, BDOTs (beneficiary deemed owner trusts), and choice of entity considerations.
