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Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.

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Podcast

January 3, 2023

14:09

Speakers: Michael G. Kirkman, Deborah Walker

Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-end and how to be proactive for 2023 and beyond.

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Podcast

July 12, 2021

26:29

Speakers: Brooks E. Nelson, Sarah McGregor, Christopher J. Truitt, Barry M. Weins

Listen to our podcast to learn about tax challenges for Special Purpose Acquisition Companies. Contact us for guidance on SPACs transactions.

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Podcast

June 17, 2021

41:35

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman, Barry M. Weins

Listen to our podcast as we review Treasury’s Green Book and learn about proposed tax rate increases for corporations, individuals & capital gains.