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Ep38: The Best Time to Plan is Now!
- 2022/11/16
- 再生時間： 44 分
- ポッドキャスト
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サマリー
あらすじ・解説
Darren Mills is an accomplished attorney and Certified Public Accountant in the States of Florida and New Jersey as well as a holder of the ChFC® and CLU® designations from The American College. Through both formal and informal education, he has the qualifications, desire and commitment to assist you and your family with specific issues when it comes to properly planning your estate, including the impact of taxes, asset protection planning and long-term care. Throughout his career, Darren has been a frequent speaker on various topics including asset protection, taxes, bankruptcy and estate planning. In addition, he has authored numerous articles that have appeared in professional journals. Darren has taught graduate tax classes on Estate and Gift Taxation, Federal Income Taxation of Trusts & Estates, Corporate 2/3 Reorganizations and S Corporations. Prior to practicing law, he began his career with Arthur Andersen LLP, worked for KPMG LLP and was a tax partner at Dixon Hughes Goodman LLP. Darren continually challenges himself to learn and grow so that he can use that knowledge to make a difference in the lives of his clients. On a personal note, Darren has two daughters and two dogs. He belongs to the Knights of Columbus and is a supporter of the Alzheimer’s Association and St. Vincent DePaul’s. Listen to this informative Tax-Alpha Solutions episode with Darren Mills about current tax and estate planning strategies. Here is what to expect on this week’s show: Why does everyone move from New Jersey to Florida? How does Darren apply his knowledge in his day-to-day life? What’s the tax burden like in New York and California? What’s an irrevocable trust and how does this work? The asset mix in a trust matters. The best business comes with a word-of-mouth blessing. What is an intentionally defective trust? Connect with Darren: @estatetaxelder https://www.linkedin.com/in/darrenmills1/ https://www.kelleherholland.com/estate-planning/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices