Tag Archives: Financial Planning

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How to Pay for Estate Taxes (Ep. 81)



If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero? 

In this episode, John and Michael discuss their approach to estate taxes. In their approach, taxes are voluntary and planning is essential to ensure your loved ones have a plan and the means to pay for estate taxes when the time comes. 

John and Michael discuss:

  • The best and worst ways to pay your estate taxes
  • Section 6166 for business exclusions on estate taxes
  • Gregan loans and how they can reduce your estate tax
  • The importance of starting early when it comes to planning
  • And more

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67. Concerns That Are Keeping Everyone Up At Night



There are a number of questions and concerns that clients ask for clarification about, from inflation, to proposed tax changes, how those will impact their accounts, and more.

In this episode, John and Michael Parise have an open discussion about questions they regularly receive from their clients and aim to answer these frequently asked questions. They explain why you need to stay on top of your financial affairs and get them in order, plus, how businesses may have to approach employee retention in the near future.

John and Michael discuss:

  • How inflation is affecting everything in our lives
  • Potential tax code changes being proposed in Washington and how they may impact you
  • Why you need to be on top of your financial affairs
  • Why employee retention will become increasingly important in the near future
  • And more

Resources:

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61. The Generational Impact Of The SECURE Act Part Two



A new provision in the SECURE Act requires children that inherit an IRA or a qualified plan to essentially withdraw those funds no later than 10 years after the date of death. How can you ensure that your child gains the most from their inheritance after you are gone?

In part two of this series, John and Michael Parise discuss possible solutions for this new provision to the SECURE Act. They reveal the various types of accounts you can utilize and share the importance of keeping future generations in mind.

You will learn:

  • How you can prepare for your children’s inheritance with the new provisions to the SECURE Act
  • What type of accounts and investments may be the best fit for you
  • The importance of taking future generations into account when creating your plan
  • And more!

Resources:

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