Maximising Wealth Through Effective Tax Strategies with Ken Raiss

Financial Freedom Secrets Show - The Aureus Financial Podcast

Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jackson Millan, Jackson Millan The Wealth Mentor, and Sam Panetta 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

8M ago 30:13

MP3•에피소드 홈

This podcast episode provides valuable insights into effective tax planning and structuring for business owners and wealth accumulators. Ken Raiss, a trusts expert, shares his expertise on using discretionary trusts to minimize taxes, protect assets, and facilitate intergenerational transfer of wealth. He discusses strategies like corporate beneficiaries and emphasizes the importance of expert advice to set up structures tailored to individual needs and goals. Listeners will learn how to maximize wealth growth and avoid common tax mistakes through proper planning. Key Takeaways:

· Get tax planning right from the start to avoid costly mistakes later.
· Discretionary trusts can help minimize taxes and protect assets for generations.
· Trusts offer more flexibility than individual ownership for passing assets to family.
· Strategies like corporate beneficiaries can help save taxes for business owners.
· Get expert advice to properly understand and set up tailored trust structures.

Connect with Ken Raiss: LinkedIn: https://www.linkedin.com/in/kenraiss/?originalSubdomain=au

Important Links: https://wealthadvisory.metropole.com.au/ https://www.amazon.com/Every-Property-Investor-Needs-Finance-ebook/dp/B00H1O5U6C

100 에피소드

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