Want to create an interactive transcript for this episode?
Podcast: The Boardroom Buzz: Grow, Sell, or Exit
Episode: Episode 73 — Plan Ahead: Entities and Estates with Attorney Phil Tortorich
Description: Paul claims that this is “one of the most valuable sessions we have done thus far, if not the most valuable session, when it comes to very, very important estate planning issues.” Before jumping into estates and trusts with attorney Phil Tortorich, The Boardroom conversation begins with the pros and cons of various entity structures. Paul recalls witnessing a debate between Phil and Paul’s CPA regarding flexibility and self-employment tax. How far into this discussion before regret sets-in and conversion begins?
Level-up your estate plan… before the government does it on your behalf. When it comes to trusts...