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Content provided by Jumpstart - Bloomberg Tax and Bloomberg Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jumpstart - Bloomberg Tax and Bloomberg Tax or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Estate Planning On Current Developments With Todd Angkatavanich And Steve Akers -Part 2
Manage episode 243686829 series 2549619
Content provided by Jumpstart - Bloomberg Tax and Bloomberg Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jumpstart - Bloomberg Tax and Bloomberg Tax or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In these pilot episodes of Conversations on Wealth, we discuss a variety of hot topics critical to wealth planning professionals with Steve Akers, Managing Directors and Senior Fiduciary Counsel at Bessemer Trust. We start with the Supreme Court’s ruling in Kaestner and the repercussions of such opinion. We then discuss the proposed regulations addressing clawback of the applicable exclusion amount, select IRS audit issues, the IRS’s recent assault on various wealth planning transactions using §2036(a)(2), and a variety of other tax developments.
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6 episodes
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Manage episode 243686829 series 2549619
Content provided by Jumpstart - Bloomberg Tax and Bloomberg Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jumpstart - Bloomberg Tax and Bloomberg Tax or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In these pilot episodes of Conversations on Wealth, we discuss a variety of hot topics critical to wealth planning professionals with Steve Akers, Managing Directors and Senior Fiduciary Counsel at Bessemer Trust. We start with the Supreme Court’s ruling in Kaestner and the repercussions of such opinion. We then discuss the proposed regulations addressing clawback of the applicable exclusion amount, select IRS audit issues, the IRS’s recent assault on various wealth planning transactions using §2036(a)(2), and a variety of other tax developments.
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