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Asset Protection and Tax Planning

Asset Protection and Tax Planning

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 Asset protection is an important strategy to make sure your assets can be kept in case of legal actions. Keith and David discuss ways this can and should be done, as well as various tax strategies such as direct indexing and donating appreciated stock, as well as Roth conversions and private placement life insurance. In an extra segment, Keith talks with Ziv Tamir, a local dealer specializing in obtaining hard to find luxury watches.

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.