Avoid These $300K Estate Mistakes | CPA Nancy Phillips on Inheritance, Taxes & Family Fights
The Wealth Transfer Podcast
Avoid These $300K Estate Mistakes | CPA Nancy Phillips on Inheritance, Taxes & Family Fights
45:18
1031 Exchange Explained: Tax-Deferred Real Estate Strategy | Nancy Phillips, CPA
The Wealth Transfer Podcast
1031 Exchange Explained: Tax-Deferred Real Estate Strategy | Nancy Phillips, CPA
0:49
Should You Gift Rental Property to Your Kids? Think Twice! | Nancy Phillips, CPA
The Wealth Transfer Podcast
Should You Gift Rental Property to Your Kids? Think Twice! | Nancy Phillips, CPA
0:28
What Is a Step-Up in Basis? (And How It Saves Your Heirs Thousands) | Nancy Phillips
The Wealth Transfer Podcast
What Is a Step-Up in Basis? (And How It Saves Your Heirs Thousands) | Nancy Phillips
0:23
Should You Sell Property Before You Die? Don’t Make This Mistake | Nancy Phillips
The Wealth Transfer Podcast
Should You Sell Property Before You Die? Don’t Make This Mistake | Nancy Phillips
0:22
Estate Tax vs. Inheritance Tax: What’s the Difference? | Joel Crouch
The Wealth Transfer Podcast
Estate Tax vs. Inheritance Tax: What’s the Difference? | Joel Crouch
0:32
What Triggers Audits & How to Defend Your Estate Plan | Joel Crouch
The Wealth Transfer Podcast
What Triggers Audits & How to Defend Your Estate Plan | Joel Crouch
40:20
How Gifting Reduces Estate Taxes (and Grows Wealth Faster) | Joel Crouch
The Wealth Transfer Podcast
How Gifting Reduces Estate Taxes (and Grows Wealth Faster) | Joel Crouch
0:59
Why the IRS Might Audit Your Estate—and How to Avoid It | Joel Crouch
The Wealth Transfer Podcast
Why the IRS Might Audit Your Estate—and How to Avoid It | Joel Crouch
1:44
Can You Legally Avoid Estate Taxes? Yes—Here’s How | Joel Crouch
The Wealth Transfer Podcast
Can You Legally Avoid Estate Taxes? Yes—Here’s How | Joel Crouch
0:33
How Much Estate Tax Will I Owe? | Joel Crouch
The Wealth Transfer Podcast
How Much Estate Tax Will I Owe? | Joel Crouch
0:31
How to Fight an IRS Estate Tax Audit (Step-by-Step Guide) | Joel Crouch
The Wealth Transfer Podcast
How to Fight an IRS Estate Tax Audit (Step-by-Step Guide) | Joel Crouch
0:59
Estate Planning 101: Keep Your Family from Falling Apart | DAN IHARA
The Wealth Transfer Podcast
Estate Planning 101: Keep Your Family from Falling Apart | DAN IHARA
1:47
Why We Move Aging Parents BEFORE Selling the Home | The Wealth Transfer Podcast | Dan Ihara
The Wealth Transfer Podcast
Why We Move Aging Parents BEFORE Selling the Home | The Wealth Transfer Podcast | Dan Ihara
2:09
Avoiding Family Fights & Capital Gains: Real Estate Planners Unlock Generational Wealth | Dan Ihara
The Wealth Transfer Podcast
Avoiding Family Fights & Capital Gains: Real Estate Planners Unlock Generational Wealth | Dan Ihara
28:33
Avoid Taxes on $1M in Real Estate Gains (Legally) | DAN IHARA
The Wealth Transfer Podcast
Avoid Taxes on $1M in Real Estate Gains (Legally) | DAN IHARA
2:44
Is It Better to Gift Property or Leave It in a Will? | DAN IHARA
The Wealth Transfer Podcast
Is It Better to Gift Property or Leave It in a Will? | DAN IHARA
2:11
How to Pass Real Estate to Your Kids Without a Tax Nightmare | DAN IHARA
The Wealth Transfer Podcast
How to Pass Real Estate to Your Kids Without a Tax Nightmare | DAN IHARA
2:11
Is Your Real Estate Underperforming? Use This Test
The Wealth Transfer Podcast
Is Your Real Estate Underperforming? Use This Test
1:26
1031 Exchange Timeline Explained in 60 Seconds | Dan Ihara
The Wealth Transfer Podcast
1031 Exchange Timeline Explained in 60 Seconds | Dan Ihara
0:42
1031 Exchange Into a DST: No Tenants, No Hassle
The Wealth Transfer Podcast
1031 Exchange Into a DST: No Tenants, No Hassle
1:38
Not All DSTs Are Created Equal—Here’s Why | Due Diligence: What Smart Investors Look For
The Wealth Transfer Podcast
Not All DSTs Are Created Equal—Here’s Why | Due Diligence: What Smart Investors Look For
1:57
Should You Use a DST in Your 1031 Exchange?
The Wealth Transfer Podcast
Should You Use a DST in Your 1031 Exchange?
0:45
What Is a Delaware Statutory Trust (DST)?
The Wealth Transfer Podcast
What Is a Delaware Statutory Trust (DST)?
0:34
Avoid Capital Gains: 1031 Exchange & DST Secrets for Wealth Transfer | Jon Taylor
The Wealth Transfer Podcast
Avoid Capital Gains: 1031 Exchange & DST Secrets for Wealth Transfer | Jon Taylor
41:33
WHAT IS A 1031 EXCHANGE?? | 1031 Exchange EXPLAINED | Jon Taylor
The Wealth Transfer Podcast
WHAT IS A 1031 EXCHANGE?? | 1031 Exchange EXPLAINED | Jon Taylor
0:51
Don’t Put Your Kids on Title Before You Hear This | TAX DISASTER
The Wealth Transfer Podcast
Don’t Put Your Kids on Title Before You Hear This | TAX DISASTER
0:49
The Stealth Tax Break Wealthy Families Use | What is a Stepped Up Basis?
The Wealth Transfer Podcast
The Stealth Tax Break Wealthy Families Use | What is a Stepped Up Basis?
1:09
CARRYOVER BASIS EXPLAINED | What Happens to Your Taxes When You Swap Properties | 1031 Exchange
The Wealth Transfer Podcast
CARRYOVER BASIS EXPLAINED | What Happens to Your Taxes When You Swap Properties | 1031 Exchange
1:02
1031 EXCHANGE vs. PAY THE TAXES | Should You Just Sell Your House? | Wealth Transfer Podcast
The Wealth Transfer Podcast
1031 EXCHANGE vs. PAY THE TAXES | Should You Just Sell Your House? | Wealth Transfer Podcast
0:29
WHAT IS A QUALIFIED INTERMEDIARY | How do I choose one? | Wealth Transfer Podcast
The Wealth Transfer Podcast
WHAT IS A QUALIFIED INTERMEDIARY | How do I choose one? | Wealth Transfer Podcast
1:13
Trailer | The Wealth Transfer Podcast
The Wealth Transfer Podcast
Trailer | The Wealth Transfer Podcast
0:46