11th Hour Tax Planning For Signed Deals

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Wealth and Law

243 episodes

1 week ago

The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.

All content for Wealth and Law is the property of Wealth and Law and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

11th Hour Tax Planning For Signed Deals

Wealth and Law

29 minutes 7 seconds

6 months ago

11th Hour Tax Planning For Signed Deals

Brent talks about what tax planning can happen AFTER the client has already signed the deal to sell a large asset.

He talks about the difference between income and estate tax planning. He then discusses terms of the deal, installment method, QSBS, charitable giving, and charitable lead annuity trusts. He closes it out with a discussion of how discounts may still be available on gifts, even after the ink is dry.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/