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Conteúdo fornecido por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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Maximising Wealth Through Effective Tax Strategies with Ken Raiss

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Manage episode 402605061 series 1988041
Conteúdo fornecido por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

This podcast episode provides valuable insights into effective tax planning and structuring for business owners and wealth accumulators. Ken Raiss, a trusts expert, shares his expertise on using discretionary trusts to minimize taxes, protect assets, and facilitate intergenerational transfer of wealth. He discusses strategies like corporate beneficiaries and emphasizes the importance of expert advice to set up structures tailored to individual needs and goals. Listeners will learn how to maximize wealth growth and avoid common tax mistakes through proper planning. Key Takeaways:

  • · Get tax planning right from the start to avoid costly mistakes later.
  • · Discretionary trusts can help minimize taxes and protect assets for generations.
  • · Trusts offer more flexibility than individual ownership for passing assets to family.
  • · Strategies like corporate beneficiaries can help save taxes for business owners.
  • · Get expert advice to properly understand and set up tailored trust structures.

Connect with Ken Raiss: LinkedIn: https://www.linkedin.com/in/kenraiss/?originalSubdomain=au

Important Links: https://wealthadvisory.metropole.com.au/ https://www.amazon.com/Every-Property-Investor-Needs-Finance-ebook/dp/B00H1O5U6C

  continue reading

100 episódios

Artwork
iconCompartilhar
 
Manage episode 402605061 series 1988041
Conteúdo fornecido por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

This podcast episode provides valuable insights into effective tax planning and structuring for business owners and wealth accumulators. Ken Raiss, a trusts expert, shares his expertise on using discretionary trusts to minimize taxes, protect assets, and facilitate intergenerational transfer of wealth. He discusses strategies like corporate beneficiaries and emphasizes the importance of expert advice to set up structures tailored to individual needs and goals. Listeners will learn how to maximize wealth growth and avoid common tax mistakes through proper planning. Key Takeaways:

  • · Get tax planning right from the start to avoid costly mistakes later.
  • · Discretionary trusts can help minimize taxes and protect assets for generations.
  • · Trusts offer more flexibility than individual ownership for passing assets to family.
  • · Strategies like corporate beneficiaries can help save taxes for business owners.
  • · Get expert advice to properly understand and set up tailored trust structures.

Connect with Ken Raiss: LinkedIn: https://www.linkedin.com/in/kenraiss/?originalSubdomain=au

Important Links: https://wealthadvisory.metropole.com.au/ https://www.amazon.com/Every-Property-Investor-Needs-Finance-ebook/dp/B00H1O5U6C

  continue reading

100 episódios

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