ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Putting an Investment Account into a Trust"
Episode Synopsis
Attorney Jenna Franks briefly explains the tax situation if an investment account (not to be confused with a qualified retirement plan) is put into a trust, and what our firm generally does to keep the tax rate on such an account as low as possible. This is a brief clip from our Wine & Wills virtual event held on Sept. 1.
In God we trust