Legal Visionaries Hurrdat Media

Tune in to the latest episode of Legal Visionaries, hosted by Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits. Joining her is Mark Parthemer, Chief Wealth Strategist and Florida Regional Director at Glenmede. Listen in as they discuss the recent developments in the world of taxes and estate planning including the Corporate Transparency Act, the IRS CCA on grantor trusts, the Treasury Priority Guidance Plan, and more. Make sure you are informed and prepared for the next tax season.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit and her guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management’s Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, for Part 2 in this series. Gain valuable insights on evaluating your wealth management team as they discuss what the advisor should know about estate planning, tax issues, non-stock market risks, life insurance, custodians, reporting and much more. Tune in before selecting your Dream Team.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Estate planning is not just about distributing assets after one’s passing; it’s a comprehensive strategy that encompasses various legal, financial, and personal considerations. On today’s episode our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit planning is joined by Scott Sissel, a member at DUGGAN BERTSCH LLC to discuss a range of crucial topics in estate planning in 2024, covering everything from estate tax and income tax planning to business exit strategies, charitable giving, asset protection and more.  Tune in to learn how to optimize your estate plan this year.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit as she delves into the crucial topic of assembling your wealth dream team. Alongside guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management’s Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, this episode explores the intricate process of evaluating and selecting a wealth management team. Discover who should comprise your team, effective evaluation criteria, pertinent questions about document safeguarding and more. Tune in to understand the significance of this pivotal decision.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join us for this episode as Cheri Duryea, President of Duryea Strategic Marketing, takes the interviewer’s seat when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit gives a comprehensive overview of the Corporate Transparency Act (the “CTA”), which came into effect January 1, 2021. Vandenack, an inductee into the NAEPC Hall of Fame, explains the profound implications of the CTA, spanning its impact on both existing and prospective domestic and foreign corporate entities, its legislative backdrop, the mandatory filing requirements, and potential penalties for non-compliance. Tune in now to equip yourself with the essential understanding of the CTA and stay ahead of the curve.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode, Cheri Duryea, President of Duryea Strategic Marketing interviews our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit planning. Vandenack, an inductee into the NAEPC Hall of Fame, shares insights into legal considerations pertinent to senior living communities. From an explanation of the different care levels to delving into resident regulations, data security, disaster preparedness, healthcare compliance, and more, this discussion offers valuable knowledge for listeners seeking clarity on these issues. Tune in to learn how to navigate legal complexities in senior living environments.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.