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Contenido proporcionado por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Maximising Wealth Through Effective Tax Strategies with Ken Raiss

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Manage episode 402601842 series 2390433
Contenido proporcionado por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This podcast episode provides valuable insights into effective tax planning and structuring for business owners and wealth accumulators. Ken Raiss, a trusts expert, shares his expertise on using discretionary trusts to minimize taxes, protect assets, and facilitate intergenerational transfer of wealth. He discusses strategies like corporate beneficiaries and emphasizes the importance of expert advice to set up structures tailored to individual needs and goals. Listeners will learn how to maximize wealth growth and avoid common tax mistakes through proper planning. Key Takeaways:

  • · Get tax planning right from the start to avoid costly mistakes later.
  • · Discretionary trusts can help minimize taxes and protect assets for generations.
  • · Trusts offer more flexibility than individual ownership for passing assets to family.
  • · Strategies like corporate beneficiaries can help save taxes for business owners.
  • · Get expert advice to properly understand and set up tailored trust structures.

Connect with Ken Raiss: LinkedIn: https://www.linkedin.com/in/kenraiss/?originalSubdomain=au

Important Links: https://wealthadvisory.metropole.com.au/ https://www.amazon.com/Every-Property-Investor-Needs-Finance-ebook/dp/B00H1O5U6C

  continue reading

100 episodios

Artwork
iconCompartir
 
Manage episode 402601842 series 2390433
Contenido proporcionado por Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This podcast episode provides valuable insights into effective tax planning and structuring for business owners and wealth accumulators. Ken Raiss, a trusts expert, shares his expertise on using discretionary trusts to minimize taxes, protect assets, and facilitate intergenerational transfer of wealth. He discusses strategies like corporate beneficiaries and emphasizes the importance of expert advice to set up structures tailored to individual needs and goals. Listeners will learn how to maximize wealth growth and avoid common tax mistakes through proper planning. Key Takeaways:

  • · Get tax planning right from the start to avoid costly mistakes later.
  • · Discretionary trusts can help minimize taxes and protect assets for generations.
  • · Trusts offer more flexibility than individual ownership for passing assets to family.
  • · Strategies like corporate beneficiaries can help save taxes for business owners.
  • · Get expert advice to properly understand and set up tailored trust structures.

Connect with Ken Raiss: LinkedIn: https://www.linkedin.com/in/kenraiss/?originalSubdomain=au

Important Links: https://wealthadvisory.metropole.com.au/ https://www.amazon.com/Every-Property-Investor-Needs-Finance-ebook/dp/B00H1O5U6C

  continue reading

100 episodios

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