Clear Filters

Podcast

September 10, 2024

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.

Podcast

July 10, 2024

12:37

Speakers: Marci Spivey, Michael G. Kirkman

Get insights on the federal estate tax exemption changes coming in 2025. Learn how to plan effectively and maximize tax benefits.

Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.

Podcast

January 3, 2023

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.

Podcast

September 14, 2021

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.

Podcast

July 12, 2021

26:29

Speakers: Brooks E. Nelson, Sarah McGregor, Christopher J. Truitt, Barry Weins

Listen to our podcast to learn about tax challenges for Special Purpose Acquisition Companies. Contact us for guidance on SPACs transactions.

Podcast

June 17, 2021

41:35

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman, Barry Weins

Listen to our podcast as we review Treasury’s Green Book and learn about proposed tax rate increases for corporations, individuals & capital gains.