This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “Using Tax Insurance to Achieve Tax Certainty in Estate Planning and Wealth Management” featuring: Daniel Berger, Esq., Senior Vice President, Head of Tax Insurance at Lockton Companies  Michael Saitta, Esq. Head of Tax Insurance for the Berkshire Hathaway Transactional Liability Just By way of background, today’s episode will aim to cover four main areas: 1) Provide an overview of tax insurance to explain what it is and how it works. 2) Discuss how tax insurance is used in the wealth management and estate planning context. 3) Highlight recent developments in the tax insurance market. 4) Describe the process for obtaining tax insurance.  Staying connected:1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter 2) Questions? Comments? Reach out to [email protected] 3) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney  Hosted on Acast. See acast.com/privacy for more information.

Ver todos los episodios