How To Protect Yourself from the Tax Man at Year End
Episode 746 | 12.13.23
Today Jim is joined by Tom Handler.
Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Thayer, LLP, where he chairs the firm’s Advanced Planning & Family Office Practice Group.
Jim and Tom discuss:
Estate Tax:
What are people doing at the year-end to minimize their Estate Tax risks?
Corporate Transparency Act:
What impact does this sweeping bill have on American Businesses?
Year-end Taxes:
What are some moves people are making to minimize income tax?
SCOTUS Tax Decisions
Tom discusses recent decisions and how they affect taxpayers.
Tom is witty and very informed – this is one you need to listen to before year end!
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About Our Guest:
Partner at Handler Thayer LLP, Thomas Handler is an advanced planning attorney that handles tax, business, and estate planning for business owners, executives, professional athletes, celebrities, and family offices. In a feature article, Private Wealth Magazine called him “one of the most respected Tax and Estate Attorneys in the world.”
He has extensive experience in the analysis, design, and implementation of domestic and international business planning, financial & estate planning, asset protection, family office compliance, and advanced tax planning strategies. His experience includes estate contests, tax controversy, tax litigation, public accounting, and corporate and foundation directorships.
Mr. Handler has authored numerous professional articles and lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences.
*************************************
About Our Guest:
Tom Handler
Partner at Handler Thayer LLP, Thomas Handler is an advanced planning attorney that handles tax, business, and estate planning for business owners, executives, professional athletes, celebrities, and family offices. In a feature article, Private Wealth Magazine called him “one of the most respected Tax and Estate Attorneys in the world.”
He has extensive experience in the analysis, design, and implementation of domestic and international business planning, financial & estate planning, asset protection, family office compliance, and advanced tax planning strategies. His experience includes estate contests, tax controversy, tax litigation, public accounting, and corporate and foundation directorships.
Mr. Handler has authored numerous professional articles and lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences.
