Welcome to Tax Warrior Perspectives podcast, where our goal is to bring you insights for building, sustaining and growing your wealth. Join our expert discussion of the most crucial ideas and strategies for including tax in your financial plans.
Discover how Tax As A Business Strategy® can help build your family's legacy. Tune in to our episodes below.
October 2021 - Episode #4 - The Rights of the Taxpayer: Modernizing the IRS
Most people don’t know the IRS has a person whose singular focus is on the rights of the taxpayer. For 19 years, our guest, Nina Olson, filled that role as the National Taxpayer Advocate of the United States, an independent organization within the Internal Revenue Service. Today, Nina serves as Executive Director and Founder of the Center for Taxpayer Rights, a non-profit organization, dedicated to furthering taxpayer rights in the U.S. and internationally. In today’s episode, Nina and Jane discuss the struggles taxpayers are having with contacting the IRS, its staff shortage, its technology challenges, and what the future may hold for the IRS.
September 2021 - Episode #3 - Tax Implications of a Remote Workforce
With the in-person restrictions brought on by the pandemic, millions of people began working from home. As a result, businesses are trying to navigate the complex world of state and local taxes (SALT). SALT experts became front and center as companies struggled to become compliant. Our guest, Jennifer Karpchuk, is an attorney at Chamberlain Hrdlicka and an expert on how these nuanced tax laws impact employers and employees. In this episode, she sheds light on some of the SALT impacts and considerations of a remote workforce.
August 2021 - Episode #2 -Estate Planning Updates & Conversations with Your Family
Washington is poised to impact families’ ability to pass on wealth in their estate plans. The goal of this episode is to help you understand why and how you should start the conversations about your wealth with your advisors. Generational wealth planning expert Rachel Kieser, CPA, MT, a Shareholder at Drucker & Scaccetti, shares her thoughts on current laws, strategic ideas about planning for possible new laws, and how to start the difficult conversation.
July 2021 - Episode #1 - Risk Management for High-Net-Worth Families
Today's wealthy families are growing assets at a record pace. And, we are on the precipice of the largest transfer of generational wealth in American history. Yet, this wealth is at risk like never before. Underinsured or mis-insured families may not even know the scale of their exposure. So what is a family to do? Risk management expert Tamar Silberberg Shiffman, CEO of Concierge Insurance Solutions
, joins us to give her insights on protecting the wealth families have worked so hard to build and what you can do to protect yours.