Impacts of the 2017 Tax Act on High Net-Worth Individuals

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By Global Atlantic Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Randy Zipse’s podcast guest this week is Larry Brody, an exceptionally accomplished and well known expert on estate planning with a legal practice that focuses on planning for high net-worth individuals, using life insurance and non-qualified deferred compensation planning.

Recent episodes of our podcast focused on the impact of the recent tax law changes for business owners. This episode is a detailed discussion of the impacts of changes for individuals. Some changes are minimal, others are significant and no one is better prepared to deliver a succinct analysis of this than Larry Brody.

17 episodes