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27. Tax Planning for High Net Worth Families with Rodney Lambert
Manage episode 445515636 series 3568267
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Two things in life are sure: death and taxes. Those who know Wayne best might not actually be sure of which one he hates more (we’re only partly kidding).
Which is why today’s episode is especially entertaining as we welcome Rodney Lambert, a seasoned CPA who has put up with Wayne as a client for over 15 years. Jokes aside, Rodney’s deep experience and appetite for complexity have made him a go-to expert for us where he now works with more than a few Vizionary clients.
In today’s episode, we’ll be tackling complex topics like:
- Navigating the complexities of expat tax equalization
- Taking advantage of capital gain exclusions
- The strategic, multi-generational use of Roth conversions
- The ins and outs of deferred compensation plans
- And the impact of evolving tax policies on your financial planning
Rodney shares invaluable insights from his vast professional journey, which includes roles in major firms and philanthropic organizations. We'll also discuss the importance of proactive tax management and how personalized services can provide significant value.
Whether you're an expat, a contractor, or a high net worth individual, this episode is packed with actionable advice to help you optimize your tax strategy and protect your wealth. So, tune in and discover how to envision more for your financial future with Rodney Lambert on today's episode of the Envizion More Podcast. Let's get started!
KEY HIGHLIGHTS:- Managing tax implications for high-net-worth clients
- Strategies for handling deferred compensation wisely
- Preparing for future tax rate increases
- Utilization of Roth conversion strategies
- Impact of retirement income flexibility on tax brackets
- Lessons from Rodney's experience in legacy projects
- Collaboration between financial planning and tax preparation
- Envizion More: http://www.EnvizionMore.com
- Vizionary Wealth: http://www.VizionaryWealth.com
- Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
- Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
- Rodney’s LinkedIn: https://www.linkedin.com/in/rodney-lambert-87ab4314/
- Disclosures: http://www.VizionaryWealth.com
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
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