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How To Protect Yourself from the Tax Man at Year End 

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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!

*************************************

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.

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Fried On Business: Creative Home Finance with HELOCS and MORE 
Episode 755 | 02.14.24 

Jim and Ed are On Fire!!

HELOCS
REVERSE MORTGAGE LOANS
HOME REHAB LOANS


I have been getting lots of calls from folks looking to:
 • pay off high interest rate credit card bills,
 • remodel your homestead or investment property,
 • find money for unexpected expenses or
 • to just have an emergency cash cushion

Ed and I discuss HELOCS, REVERSE MORTGAGE LOANS and why now may be the time to take out REHAB LOAN on your homestead or investment property to upgrade it.

FLORIDA ONLY!

WE ARE EXPERTS

WE ARE HERE TO HELP

Listen today to learn more about how we are helping others solve their cash problems in days!

Call me for help with your real estate investment real estate and real estate financing problems

hard money loans
HELOCS
reverse mortgage loans
digital assets
bridge loans
preferred equity
construction loans
C-Pace and more

Let me bring my special ️️️energy to you and your team.

My personal brand is that I feel great whenever I help other people achieve their goals

I do that by bringing my team and personal experience to help solve your problems.

I can bring you peace of mind

When you call me, it’s always all about you 

*************************************

About Our Guest:

With all the attention dedicated to the residential real estate market, we all understand that no transaction can occur without financing. Ed Cairo (President, American Home Finance Group) helps people close easily and with great positive energy.

Realtor License since 1983. 
Mortgage Broker/Owner since 2000.

"We have a fully automated mortgage brokerage company that will get your deals closed on time. We are always available. With my 20 years lending experience, I work with my clients to structure a loan that makes sense for them."

American Home Finance Group NMLS 336310
Ed Cairo NMLS 322440

Fried On Business: Creative Home Finance with HELOCS and MORE
Episode 755 | 02.14.24

Jim and Ed are On Fire!!

HELOCS
REVERSE MORTGAGE LOANS
HOME REHAB LOANS


I have been getting lots of calls from folks looking to:
• pay off high interest rate credit card bills,
• remodel your homestead or investment property,
• find money for unexpected expenses or
• to just have an emergency cash cushion

Ed and I discuss HELOCS, REVERSE MORTGAGE LOANS and why now may be the time to take out REHAB LOAN on your homestead or investment property to upgrade it.

FLORIDA ONLY!

WE ARE EXPERTS

WE ARE HERE TO HELP

Listen today to learn more about how we are helping others solve their cash problems in days!

Call me for help with your real estate investment real estate and real estate financing problems

hard money loans
HELOCS
reverse mortgage loans
digital assets
bridge loans
preferred equity
construction loans
C-Pace and more

Let me bring my special ️️️energy to you and your team.

My personal brand is that I feel great whenever I help other people achieve their goals

I do that by bringing my team and personal experience to help solve your problems.

I can bring you peace of mind

When you call me, it’s always all about you 

*************************************

About Our Guest:

With all the attention dedicated to the residential real estate market, we all understand that no transaction can occur without financing. Ed Cairo (President, American Home Finance Group) helps people close easily and with great positive energy.

Realtor License since 1983. 
Mortgage Broker/Owner since 2000.

"We have a fully automated mortgage brokerage company that will get your deals closed on time. We are always available. With my 20 years lending experience, I work with my clients to structure a loan that makes sense for them."

American Home Finance Group NMLS 336310
Ed Cairo NMLS 322440

0

YouTube Video VVU4aS1uUXJ0T1VrQmVOeGNhODFzaHV3LlkwUTNyVUpzcEhz

Fried On Business: Creative Home Finance with HELOCS and MORE

Jim Fried 14 views February 15, 2024 5:25 am

Fried On Business: Medicare and YOU
Episode 753 | 01.31.24 

Medicare and YOU:

Matthew Gold (Med Matt) joins me to discuss what you need to know about Medicare
Supplement Plans
Advantage Plans
Part A
Part B
Part C
Part D
Its like a foreign language
Matt explains the basics
-We only have a few minutes...
reach him at:
Matt@medmatt.com

and
another topic for the over 65 set (and others):

I have been getting lots of calls from folks looking to:
 • pay off high interest rate credit card bills,
 • remodel your homestead or investment property,
 • find money for unexpected expenses or
 • to just have an emergency cash cushion

Call me for HELOCS, REVERSE MORTGAGE LOANS and now may be the time to take out REHAB LOAN on your homestead or investment property to upgrade it.

FLORIDA ONLY!

WE ARE EXPERTS

WE ARE HERE TO HELP

*************************************
About Our Guests:

I am Matthew Gold, better known as Med Matt. I am here to help you navigate the often confusing world of Medicare Supplements and Advantage plans, plus other insurance solutions. I will take the most complex components, terms and phrases and reduce them to bite size pieces. You will know exactly what your options are and how they work. I am here to give you the tools you need to get all your questions answered.

For me, this all began in 2012. I found myself looking for a new opportunity, changing my career in the mortgage industry for healthcare protection. As it turned out, a few years after my move, I had my own health issues that I had to deal with. This help me better understand what I needed to know as well as have a greater appreciation for healthcare insurance. Since then, my health is exceptionally good, my navigational skills through plans is spot on and I know, at a very personal level, the reasons why we all need insurance. Now you will too.

Fried On Business: Medicare and YOU
Episode 753 | 01.31.24

Medicare and YOU:

Matthew Gold (Med Matt) joins me to discuss what you need to know about Medicare
Supplement Plans
Advantage Plans
Part A
Part B
Part C
Part D
Its like a foreign language
Matt explains the basics
-We only have a few minutes...
reach him at:
Matt@medmatt.com

and
another topic for the over 65 set (and others):

I have been getting lots of calls from folks looking to:
• pay off high interest rate credit card bills,
• remodel your homestead or investment property,
• find money for unexpected expenses or
• to just have an emergency cash cushion

Call me for HELOCS, REVERSE MORTGAGE LOANS and now may be the time to take out REHAB LOAN on your homestead or investment property to upgrade it.

FLORIDA ONLY!

WE ARE EXPERTS

WE ARE HERE TO HELP

*************************************
About Our Guests:

I am Matthew Gold, better known as Med Matt. I am here to help you navigate the often confusing world of Medicare Supplements and Advantage plans, plus other insurance solutions. I will take the most complex components, terms and phrases and reduce them to bite size pieces. You will know exactly what your options are and how they work. I am here to give you the tools you need to get all your questions answered.

For me, this all began in 2012. I found myself looking for a new opportunity, changing my career in the mortgage industry for healthcare protection. As it turned out, a few years after my move, I had my own health issues that I had to deal with. This help me better understand what I needed to know as well as have a greater appreciation for healthcare insurance. Since then, my health is exceptionally good, my navigational skills through plans is spot on and I know, at a very personal level, the reasons why we all need insurance. Now you will too.

0

YouTube Video VVU4aS1uUXJ0T1VrQmVOeGNhODFzaHV3Ll90VlZxdzk0R3Q0

Fried On Business: Medicare and YOU

Jim Fried 49 views February 1, 2024 5:37 am

#medicare  and YOU:

Matthew Gold  joins me to discuss what you need to know about 
#medicaresupplement  Plans
#medicareadvantage  Plans
Part A
Part B
Part C
Part D
Its like a foreign language

Matt explains the basics
-We only have a few minutes...
reach him at:
Matt@medmatt.com


and
another topic for the over 65 set (and others):


I have been getting lots of calls from folks looking to:
pay off high interest rate credit card bills,
remodel your homestead or investment property,
find money for unexpected expenses or
to just have an emergency cash cushion

Call me for #HELOCS #reversemortgage  LOANS and now may be the time to take out REHAB LOAN on your homestead or investment property to upgrade it.

FLORIDA ONLY!

Make sure that you tune in  
🎙️🎙️🎙️🎙️

The #podcastshow can be found on #linkedinlive #facebooklive #twitchstreamer 
#twitter #clubhouse and the @friedonbusiness web site  today at noon. 


I’ve closed billions of dollars in commercial loans and lots  of residential loans. 

Let me bring my expertise to help you and your family address this short term funding situation.

We close these loans fast!

My personal brand is that I feel great when I  help other people achieve their goals✅♥️‼️

I do that by bringing my team and personal experience to help solve your problems.

I can bring you peace of mind!
🤗🤗

When you call me, it’s always all about you ☎️☎️☎️✅

Remember:
The person that wants to do something finds a-way the other finds an excuse...now go out there and make it happen🔥🔥🔥🔥‼️‼️‼️

God bless you and God bless America 🇺🇸

#mortgagebroker 
#friedthoughts #realestatefinancing 
#podcastshow #podcast  #floridarealestate #influencer #miamirealestate

#floridarealestate 
#realestateinvesting   

Residential loans must be in Florida ❤️‼️✅ 

Jim’s NMLS number is 343779

American Home Finance Group NMLS 336310

#medicare and YOU:

Matthew Gold joins me to discuss what you need to know about
#medicaresupplement Plans
#medicareadvantage Plans
Part A
Part B
Part C
Part D
Its like a foreign language

Matt explains the basics
-We only have a few minutes...
reach him at:
Matt@medmatt.com


and
another topic for the over 65 set (and others):


I have been getting lots of calls from folks looking to:
pay off high interest rate credit card bills,
remodel your homestead or investment property,
find money for unexpected expenses or
to just have an emergency cash cushion

Call me for #HELOCS #reversemortgage LOANS and now may be the time to take out REHAB LOAN on your homestead or investment property to upgrade it.

FLORIDA ONLY!

Make sure that you tune in
🎙️🎙️🎙️🎙️

The #podcastshow can be found on #linkedinlive #facebooklive #twitchstreamer
#twitter #clubhouse and the @friedonbusiness web site today at noon.


I’ve closed billions of dollars in commercial loans and lots of residential loans.

Let me bring my expertise to help you and your family address this short term funding situation.

We close these loans fast!

My personal brand is that I feel great when I help other people achieve their goals✅♥️‼️

I do that by bringing my team and personal experience to help solve your problems.

I can bring you peace of mind!
🤗🤗

When you call me, it’s always all about you ☎️☎️☎️✅

Remember:
The person that wants to do something finds a-way the other finds an excuse...now go out there and make it happen🔥🔥🔥🔥‼️‼️‼️

God bless you and God bless America 🇺🇸

#mortgagebroker
#friedthoughts #realestatefinancing
#podcastshow #podcast #floridarealestate #influencer #miamirealestate

#floridarealestate
#realestateinvesting

Residential loans must be in Florida ❤️‼️✅

Jim’s NMLS number is 343779

American Home Finance Group NMLS 336310

0 1

YouTube Video VVU4aS1uUXJ0T1VrQmVOeGNhODFzaHV3LmJxSEZ5ZDhDZldz

#medicare and you

Jim Fried 50 views January 31, 2024 1:48 pm

It’s #HELOC To the #Rescue 
💰💰💰💰💰💰💰💰💰💰💰💰✅✅✅✅✅✅✅✅✅✅✅✅❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️

If you are  in residential or commercial real estate you probably saw your income decrease in 2023
☹️☹️☹️☹️☹️☹️☹️

Do you live in #Florida ?

Today at noon we  replay last weeks show because it generated a number of calls about funding your home loan.

#heloc 
#reversemortgage loans
#remodeling loans 
Are all discussed 
💰💰💰💰💰💰💰💰💰

You may be considering tapping that fabulous increase in equity you had on your home🙋‍♀️✅

Call me to get your HELOC today! 

We need to #startnow !

Lenders don’t like declining income so,

Let’s process your loan before your 2023 taxes are filed. 

Make sure that you tune in  
🎙️🎙️🎙️🎙️

The #podcastshow can be found on #linkedinlive #facebooklive #twitchstreamer 
#twitter #clubhouse and the @friedonbusiness web site  today at noon. 


I’ve closed billions of dollars in commercial loans and lots  of residential loans. 

Let me bring my expertise to help you and your family address this short term funding situation.

We close these loans fast!

My personal brand is that I feel great when I  help other people achieve their goals✅♥️‼️

I do that by bringing my team and personal experience to help solve your problems.

I can bring you peace of mind!
🤗🤗

When you call me, it’s always all about you ☎️☎️☎️✅

Remember:
The person that wants to do something finds a-way the other finds an excuse...now go out there and make it happen🔥🔥🔥🔥‼️‼️‼️

God bless you and God bless America 🇺🇸

#mortgagebroker 
#friedthoughts #realestatefinancing 
#podcastshow #podcast  #floridarealestate #influencer #miamirealestate

#floridarealestate 
#realestateinvesting   

Residential loans must be in Florida ❤️‼️✅ 

Jim’s NMLS number is 343779

American Home Finance Group NMLS 336310

It’s #HELOC To the #Rescue
💰💰💰💰💰💰💰💰💰💰💰💰✅✅✅✅✅✅✅✅✅✅✅✅❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️

If you are in residential or commercial real estate you probably saw your income decrease in 2023
☹️☹️☹️☹️☹️☹️☹️

Do you live in #Florida ?

Today at noon we replay last weeks show because it generated a number of calls about funding your home loan.

#heloc
#reversemortgage loans
#remodeling loans
Are all discussed
💰💰💰💰💰💰💰💰💰

You may be considering tapping that fabulous increase in equity you had on your home🙋‍♀️✅

Call me to get your HELOC today!

We need to #startnow !

Lenders don’t like declining income so,

Let’s process your loan before your 2023 taxes are filed.

Make sure that you tune in
🎙️🎙️🎙️🎙️

The #podcastshow can be found on #linkedinlive #facebooklive #twitchstreamer
#twitter #clubhouse and the @friedonbusiness web site today at noon.


I’ve closed billions of dollars in commercial loans and lots of residential loans.

Let me bring my expertise to help you and your family address this short term funding situation.

We close these loans fast!

My personal brand is that I feel great when I help other people achieve their goals✅♥️‼️

I do that by bringing my team and personal experience to help solve your problems.

I can bring you peace of mind!
🤗🤗

When you call me, it’s always all about you ☎️☎️☎️✅

Remember:
The person that wants to do something finds a-way the other finds an excuse...now go out there and make it happen🔥🔥🔥🔥‼️‼️‼️

God bless you and God bless America 🇺🇸

#mortgagebroker
#friedthoughts #realestatefinancing
#podcastshow #podcast #floridarealestate #influencer #miamirealestate

#floridarealestate
#realestateinvesting

Residential loans must be in Florida ❤️‼️✅

Jim’s NMLS number is 343779

American Home Finance Group NMLS 336310

1 1

YouTube Video VVU4aS1uUXJ0T1VrQmVOeGNhODFzaHV3LndSdEFuemhrQ1ZR

Get your #homeloan now! #heloc #reversemortgages #homeremodeling

Jim Fried 7 views January 24, 2024 1:19 pm