Tax Law and Policy Updates with Sandy Clark, Tax Attorney at RDU-based Manning

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Soundtrack to a Financial Advisor's Life with Olde Raleigh Financial

Olde Raleigh Financial Group

49 episodes

3 days ago

A Soundtrack to a Financial Advisors Life is a collection of casual conversations with guests about business, finance, macroeconomics, and science. Olde Raleigh Financial Group’s own Trevor Chambers plays host and even performs the background music. Welcome to The Soundtrack!

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Tax Law and Policy Updates with Sandy Clark, Tax Attorney at RDU-based Manning

Soundtrack to a Financial Advisor's Life with Olde Raleigh Financial

51 minutes 12 seconds

3 years ago

Tax Law and Policy Updates with Sandy Clark, Tax Attorney at RDU-based Manning

Self-described tax policy geek and tax attorney Sandy Clark fills us in on what’s going on with tax laws and how it might affect high net worth clients

A top notch RDU-based tax attorney reviews the Trump-era tax changes, the Biden administration tax proposals and what Congress might actually pass. In addition we covered when Trusts are appropriate, the end of the “stretch IRA” and her favorite places to go for business lunch.

Topics

Tax Policy Update and Outlook
Review of 2017 Tax Reforms
When is a Trust appropriate? When is it not needed …..
What’s probate specifically in NC and what is a typical scenario where it comes into play
Over your career, what have you personally gotten better at and what has your firm gotten better at during your tenure?
What makes Manning Fulton Skinner stand out?
What is Sandy reading, streaming or are you listening to a particular podcast?
Cheap date tip: ACC Wrestling at Reynolds Coliseum
Favorite Biz Lunch?
Prince’s Estate Debacle