Cooking Up Wealth Podcast
1) Universal Life Insurance Lawsuits Underscore Product Risk
Attorneys need to be vigilant with their Universal Life (UL) policies and get a second opinion from a fee-only fiduciary. Because UL policies contractually allow insurers to adjust insurance costs up ...Show More
2) Partial Repeal of Prop 13 and Avoiding Capital Gains with the New Opportunity Zone Tax Credit
Two years from now, California voters may have a chance to touch the third rail of state politics…proposition 13. A coalition of good-government groups, social justice organizations, affordable ...Show More
3) Five Strategies to Consider When Your Spouse’s Business Has a Net Operating Loss
If you’re trying to find ways to deduct those losses against your attorney income or restructure your investments this is a great episode to pick up some tips. Tax reform made a lot of good chan...Show More
Five Strategies to Consider When Your Spouse’s Business Has a Net Operating Loss
0:00 | Nov 30th, 2018