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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!

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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.

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Fried On Business: Jim Celebrates Summer With Eps 750
Episode 770 | 05.29.24 

To celebrate our guest is Larry Zinn Executive General Manager of Warren Henry Auto Group.

Warren Henry has been the show's lead sponsor for the past 12+ years.

On the show we discuss:

How the auto industry has changed over the past 10 years

What the next ten years hold for the auto industry

Warren Henry in the Community

I show gratitude and give thanks to Larry and his team

I also share my thoughts on 15 years of broadcasts and 1,000's of guests and interviews.

And of course, thank you to YOU! Without you - we would have no show!

The show will be fun, entertaining and motivational!!

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About Our Guest:
Larry Zinn joined the family business in 2008, representing the 3rd generation of Warren Henry Auto Group. He has been around the business his whole life, and at an early age began working at the family dealership in various roles, from porter and car wash attendant to apprentice technician. During college he worked as a porter for Kelly Infiniti in Danvers, MA and in the summer of 2007 worked as a salesperson at the Volvo store in Gainesville, FL. Larry attended Boston University from 2004 to 2006, and completed his degree at Northwood University in 2008 where he received a double major in Automotive Marketing and Management. Additionally, he is a graduate of the NADA Academy’s Dealer Successor Program after completing the program in 2011.

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