Podcasts
18:41
Speakers: Marci Spivey, Michael G. Kirkman
Learn how the federal estate and gift tax exemption sunsetting in 2025 impacts your assets and why early estate planning is crucial to minimize future tax.
17:48
Speakers: Marci Spivey, Deborah Walker
Listen as we discuss IRS estimated payment guidelines, from estimated tax payments, withholding, and related cash flow planning.
16:32
Speakers: Michael G. Kirkman, Deborah Walker
Listen to our podcast to learn how incentive plans can be utilized to attract and retain valuable employees.
09:57
Find out the necessary steps when starting a new business. In this podcast, we pay special attention to the importance of tax and business planning components.
14:09
Speakers: Michael G. Kirkman, Deborah Walker
Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-end and how to be proactive for 2023 and beyond.
14:033
Speakers: Gregory Marx
Learn the benefits and differences between charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) from the income tax and estate tax perspectives.
08:53
Speakers: Christopher L. Lewis
Listen to our podcast to learn more on the Direct Recognition Variable Investment Plan (DR-VIP), a retirement plan with higher limits than a 401(k) & profit-sharing plan.
08:29
Speakers: Michael G. Kirkman, Michael B. Vidal
Listen to our podcast to learn how the proposed tax law changes may impact individuals. Find out ideas & actions individual taxpayers should consider now.