Latest Wealthplanning Podcast Episodes
Relief for S Corporation Mishaps
ACTEC Trust & Estate Talk - March 14, 2023 12:46 - 9 minutes ★★★★★ - 64 ratingsExpert tax advice on the relief provided in IRS Revenue Rulings for S Corporation to address mistakes and mess-ups in tax filing or ownership restrictions. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Uni...
The Importance of Treating Life Insurance as an Asset and Maximizing Value
ACTEC Trust & Estate Talk - March 07, 2023 18:06 - 9 minutes ★★★★★ - 64 ratingsLife insurance may be a client’s most valuable asset. Understand how to identify a policy’s value and sell it for other estate needs instead of letting it lapse. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in t...
The Separate Shares Rules and Their Nuances
ACTEC Trust & Estate Talk - February 28, 2023 19:31 - 14 minutes ★★★★★ - 64 ratingsAn explanation of how and when separate share rules and the nuances involved with Income in Respect to the Decedent, IRD, and S Corporation stock. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States...
Income Taxation of Joint Revocable Trusts
ACTEC Trust & Estate Talk - February 21, 2023 13:52 - 9 minutes ★★★★★ - 64 ratingsAn estate expert explains the options and complexity for the surviving spouse in a joint revocable trust following the death of the other spouse. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States ...
Witness Depositions of Valuation Experts
ACTEC Trust & Estate Talk - February 14, 2023 21:13 - 12 minutes ★★★★★ - 64 ratingsAn expert shares best practices for T&E attorneys when preparing for a valuation, taking the deposition, and defending the witness. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the...
Corporate Transparency: US Joins the Rest of The World
ACTEC Trust & Estate Talk - February 07, 2023 14:10 - 14 minutes ★★★★★ - 64 ratingsUpdate on Corporate Transparency Act final regulations: experts explain requirements by the reporting company, beneficial owner, and applicants. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and ...
Ep #10: Insights Into The Veterinary Job Market with Jeff Sanford
NET WORTHWHILE™ by SignatureFD - February 01, 2023 11:00 - 35 minutes ★★★★★ - 6 ratingsMentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy and Practice Outreach at UGA College of Veterinary Medicine, joins the show to explore...
Understanding and Managing the Rights of Lifetime Creditors Following Death
ACTEC Trust & Estate Talk - January 31, 2023 13:57 - 14 minutes ★★★★★ - 64 ratingsEstate planning attorneys discuss differences in legal traditions and post-mortem rules with creditors, probate, and trust administrations in different states. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Uni...
Considerations in the Possible Liquidation of a Closely Held Entity and Other Alternatives (Pt. 4 of 4)
ACTEC Trust & Estate Talk - January 24, 2023 13:13 - 18 minutes ★★★★★ - 64 ratingsThe final part of the Closely Held Entities series explores potential liquidation, including audit, valuation and tax issues, and where it may make sense not to liquidate. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyer...
Ep #09: Navigating Inflation and Market Changes with Tony Welch
NET WORTHWHILE™ by SignatureFD - January 18, 2023 11:00 - 29 minutes ★★★★★ - 6 ratingsMany conversations seem to be about inflation lately. As such, we believe it’s important to put things into perspective regarding what to do as prices increase and put added strain on small businesses. In this episode, Tony Welch, SignatureFD’s Chief Investment Officer, joins the show to share h...
The Administration of a Closely Held Entity (Pt. 3 of 4)
ACTEC Trust & Estate Talk - January 17, 2023 19:40 - 10 minutes ★★★★★ - 64 ratingsIn part 3 of Closely Held Entities, estate planners examine critical issues as well as discuss conducting a lifetime stress test for those entities. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States ...
Formation of a Closely Held Entity (Part 2 of 4)
ACTEC Trust & Estate Talk - January 10, 2023 16:47 - 15 minutes ★★★★★ - 64 ratingsWith part 2 of the Closely Held Entities, ACTEC's trust and estate experts dig a bit deeper into issues of the formation of LLCs and limited partnerships. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United S...
An Illuminating Look at Closely Held Entities (Pt. 1 of 4)
ACTEC Trust & Estate Talk - January 03, 2023 13:31 - 17 minutes ★★★★★ - 64 ratingsTrust and estate experts introduce a 4-part podcast series on the main phases of the closely held entity: formation, administration, and possible liquidation. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
Moving Your Firm to the Cloud
ACTEC Trust & Estate Talk - December 20, 2022 12:37 - 21 minutes ★★★★★ - 64 ratingsLawyers share tips for planning and successfully moving your firm's data and software to a cloud solution. Understand the benefits and risks in this podcast. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unite...
Ep #08: How to Stay Ahead in an Evolving Succession Market with Bill R. Crank, DVM
NET WORTHWHILE™ by SignatureFD - December 14, 2022 11:00 - 27 minutes ★★★★★ - 6 ratingsThe sale of a veterinary practice can be one of the largest financial decisions you will make in your lifetime. To help ensure you’re making the right decision, we believe it’s important to have current market insights supported by long-term understanding, consult multiple experts, and obtain th...
Supporting and Mentoring Female Estate Planning Attorneys
ACTEC Trust & Estate Talk - December 13, 2022 12:00 - 24 minutes ★★★★★ - 64 ratingsAn experienced mentor and estate planning attorney offers tips on work-life balance, mentorship, and supporting women in trust and estate law. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and ar...
Work-Life Balance: Recommendations for Attorneys
ACTEC Trust & Estate Talk - December 06, 2022 16:42 - 12 minutes ★★★★★ - 64 ratingsAn attorney shares his recommendations for work-life balance and tips for setting boundaries, reducing stress, and setting an example for younger employees. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unite...
Ep #07: Business Exit Strategies and ESOPs with Brian Frey, CFP
NET WORTHWHILE™ by SignatureFD - November 30, 2022 11:00 - 28 minutes ★★★★★ - 6 ratingsIn the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how long an owner considering an ESOP will likely have to stay in the business before exiting. In this episod...
What You Need to Know About Authenticating Cross-Border Documents and the Importance of Electronic Apostilles (e-APP)
ACTEC Trust & Estate Talk - November 29, 2022 17:20 - 20 minutes ★★★★★ - 64 ratingsInternational estate planning experts explain ACTEC’s support of electronic apostilles, e-APPs, and the importance of apostilles to the trusts and estates practice. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in th...
Ep #06: Building an Ownership Culture in Your Practice with Robin Brogdon
NET WORTHWHILE™ by SignatureFD - November 16, 2022 11:00 - 33 minutes ★★★★★ - 6 ratingsWhat can you do to help create a brand that attracts the clientele and associates you want? In this episode, Robin Brogdon, CEO at BluePrints Veterinary Marketing Group, joins the show to discuss the potential benefits of Employee Stock Ownership Plans (ESOPs) and what you can do to help build a...
Top 10 Recommendations for Planning Retirement Benefits Under the SECURE Act
ACTEC Trust & Estate Talk - November 15, 2022 16:18 - 7 minutes ★★★★★ - 64 ratingsPlanning for retirement benefits under the SECURE Act is complicated. Hear the top ten recommendations from a trust and estate expert when planning distributions. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the ...
ACTEC’s Comments on Section 2053 - Proposed Estate Tax Regulations
ACTEC Trust & Estate Talk - November 09, 2022 20:49 - 16 minutes ★★★★★ - 64 ratingsACTEC comments on proposed regulations under IRS Code Section 2053, and the effects on estates seeking to deduct funeral and administrative expenses and loans. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Uni...
Ep #05: The Future of Veterinary Real Estate with Peter Kilkelly
NET WORTHWHILE™ by SignatureFD - November 02, 2022 10:00 - 35 minutes ★★★★★ - 6 ratingsThe veterinary real estate market has undergone plenty of changes over the past several years, and it doesn’t seem to be slowing down. Whether you’re a current veterinary hospital owner looking to understand the value of your real estate or a prior owner with a third-party lease in place, it’s i...
ACTEC’s Supreme Court Amicus Brief in Alexandru Bittner v. United States
ACTEC Trust & Estate Talk - November 01, 2022 17:09 - 9 minutes ★★★★★ - 64 ratingsUnderstand the Foreign Bank and Financial Account Report, FBAR, issues under review by the Supreme Court in Bittner v. United States. ACTEC filed an amicus brief in August and SCOTUS is scheduled to hear arguments on November 2. The American College of Trust and Estate Counsel, ACTEC, is a pro...
Ep #04: Achieving Your Practice Ownership Dreams with Bert Hockenberry and Jordan Kay
NET WORTHWHILE™ by SignatureFD - October 19, 2022 10:00 - 49 minutes ★★★★★ - 6 ratingsMany veterinarians say practice ownership is not for them because they want work-life balance, have too much student debt, or are unsure how to run a business. However, with advances in business processes, structuring, and technology, practice ownership is worthy of consideration and can bring e...
Unconscionability of Premarital Agreements (Pt 2 of 2)
ACTEC Trust & Estate Talk - October 18, 2022 17:10 - 15 minutes ★★★★★ - 64 ratingsAn estate lawyer explores case disputes of premarital agreements, aka post-nuptial agreements, based on unconscionability under the Uniform Premarital Act. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United ...
The Corporate Transparency Act - The Clock has Started
ACTEC Trust & Estate Talk - October 18, 2022 16:59 - 14 minutes ★★★★★ - 64 ratingsLearn what estate planners need to know about reporting requirements of the Corporate Transparency Act from FinCEN’s final rules issued on September 29, 2022. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
Ep #03: The Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 2)
NET WORTHWHILE™ by SignatureFD - October 14, 2022 13:50 - 35 minutes ★★★★★ - 6 ratingsVeterinary practices have been busier than ever since the beginning of the pandemic. Due to this increase in transactions, the inefficiency of the veterinary business model was exposed. There was more money coming in, but there was also a lot more stress put on the vets and nurses. So, how can w...
Ep #02: The Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 1)
NET WORTHWHILE™ by SignatureFD - October 14, 2022 13:49 - 37 minutes ★★★★★ - 6 ratingsThe business of veterinary medicine has evolved greatly over the past few decades. With the pandemic, the increase in technology, and more, the veterinary industry is constantly having to pivot—and with that, the schools are having to change how they’re teaching students. So, how has the busines...
Ep #01: Welcome to the VET Worthwhile Podcast!
NET WORTHWHILE™ by SignatureFD - October 14, 2022 13:48 - 27 minutes ★★★★★ - 6 ratingsWelcome to VET Worthwhile! This podcast is all about helping veterinarians learn to leverage wealth, maintain a healthy work-life balance, and build a worthwhile legacy—all while keeping focused on what matters most. In this inaugural episode, we will be sharing how this podcast came to be, what...
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