My Wavve.mp4
Join us as BarthCalderon, LLP founder and Senior Managing Partner Harry Barth dives into the hot planning issues related to the new political landscape.
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
Watch full video here: https://buff.ly/40fh9v3
Year-End Hot-Button Planning Updates Snippet (1).mp4
Join us as BarthCalderon, LLP founder and Senior Managing Partner Harry Barth dives into the hot planning issues related to the new political landscape.
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
Watch full interview here: https://buff.ly/40fh9v3
Who Needs a Living Trust Latest.mp4
Who Needs a Living Trust?
BarthCalderon attorney Hanna Yang sat in with John Hong from Life Partners Insurance Agency. John posed some questions that he often receives from his clients in regard to estate planning.
Here he asks, ‘Who Needs a Living Trust?’
Don’t Get Blindsided! Guard Assets From Unforeseen Liabilities….mp4
Top asset protection attorney Harry Barth and insurance expert Jerry Conrey teamed up to bring you an eye-opening LIVE webinar.
In this episode of Wealth Protector TV, you are going to get access to two highly sought after experts who will reveal their top tools, tips and strategies for protecting your assets.
Jerry revealed the mistakes owners make that lead to horrible personal financial outcomes and how to avoid them.
Watch full Interview here: https://buff.ly/4dc629c
Get your free asset protection assessment: Text GUARDASSETS to (650) 459-2712 to sign up
Don’t Get Blindsided! Guard Assets From Unforeseen Liabilities… Edited Snippet.mp4
Top asset protection attorney Harry Barth and insurance expert Jerry Conrey are teaming up to bring you an eye-opening LIVE webinar.
In this episode of Wealth Protector TV, you are going to get LIVE access to two highly sought after experts who will reveal their top tools, tips and strategies for protecting your assets.
Jerry will reveal the mistakes owners make that lead to horrible personal financial outcomes and how to avoid them.
We will have live Q&A for you to ask any and all questions about your own business. We hope to see you there.
Get your free asset protection assessment: Text GUARDASSETS to (650) 459-2712 to sign up
Watch full interview here: https://buff.ly/4dc629c
Estate Planning Apocalypse.mp4
Join us as esteemed Vistage Chair Linda Goldstein sits in with top estate and asset protection attorney Harry Barth to reveal all the details behind the dramatic changes about to occur and what you can do today to take advantage of existing laws.
The Threats:
The estate tax exemption is cut in half on January 1st, 2026 from current levels of about $14 million. So it's going to go down to about $7 million and the current tax rates are going up from 40% to 45%.
The attack on the use of trusts and valuation discounts is a perennial threat, but is gaining momentum.
Political winds are changing. There is much more talk in Congress on closing loopholes on the wealthy and taxing the rich. This is creating an environment for new and increased taxes on wealth.
What To Consider Now:
Update current estate plan to make sure it survives the road ahead, and consider making large gifts and transfers to heirs to lock in current deductions.
Utilize the large exemptions, utilize valuation discounts, utilize trusts and techniques available today.
We have the most generous estate tax planning environment ever right now. That is soon coming to an end. Right now is the time to take action.
Watch full video here: https://buff.ly/3ShPbu0
Learn about Linda’s work with CEOs: https://buff.ly/4ajdjmU or email her directly: [email protected]
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
Estate Planning Apocalypse Snippet.mp4
Join us as esteemed Vistage Chair Linda Goldstein sits in with top estate and asset protection attorney Harry Barth to reveal all the details behind the dramatic changes about to occur and what you can do today to take advantage of existing laws.
The Threats:
The estate tax exemption is cut in half on January 1st, 2026 from current levels of about $14 million. So it's going to go down to about $7 million and the current tax rates are going up from 40% to 45%.
The attack on the use of trusts and valuation discounts is a perennial threat, but is gaining momentum.
Political winds are changing. There is much more talk in Congress on closing loopholes on the wealthy and taxing the rich. This is creating an environment for new and increased taxes on wealth.
What To Consider Now:
Update current estate plan to make sure it survives the road ahead, and consider making large gifts and transfers to heirs to lock in current deductions.
Utilize the large exemptions, utilize valuation discounts, utilize trusts and techniques available today.
We have the most generous estate tax planning environment ever right now. That is soon coming to an end. Right now is the time to take action.
Watch full interview here: https://buff.ly/3ShPbu0
Learn about Linda’s work with CEOs: https://buff.ly/4ajdjmU or email her directly: [email protected]
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
Alert! New Federal Law Impacting Your Legal Entity - Corporate Transparency Act.mp4
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us for an illuminating and empowering conversation as
Vistage Chair Jeffrey Bauer sits down with top asset protection attorney Brad Barth for an inside look at this new law and how it impacts you. Brad will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Watch full interview here: https://buff.ly/3zrMIa2
Brad Barth is Partner at the nationally recognized asset protection planning law firm BarthCalderon, LLP, as well as a top Vistage speaker.
Learn more about Jeffrey’s CEO group and his current offers: https://buff.ly/3VR5DCu and reach out to him at [email protected]
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
Alert! New Federal Law Impacting Your Legal Entity - Corporate Transparency Act CTA Jeff Bauer Snippet.mp4
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us for an illuminating and empowering conversation as
Vistage Chair Jeffrey Bauer sits down with top asset protection attorney Brad Barth for an inside look at this new law and how it impacts you. Brad will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Brad Barth is Partner at the nationally recognized asset protection planning law firm BarthCalderon, LLP, as well as a top Vistage speaker.
Watch full interview here: https://buff.ly/3zrMIa2
Learn more about Jeffrey’s CEO group and his current offers: https://buff.ly/3VR5DCu and reach out to him at [email protected]
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
DON'T DELETE The Estate Planning Apocalypse Snippet.mp4
Entrepreneur & business owner Courtney Moeller joins with top attorney Harry Barth to reveal the dramatic upending of estate tax laws that are on the horizon.
Harry dives into the trenches to give you his #1 tools and strategies to take advantage of existing laws before they change.
Watch full interview here: https://buff.ly/3XzBHxr
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
Tips for Passing Down the Family Home - Estate Planning Third Snippet.mp4
BarthCalderon Attorney, Noelle Bryce, is often asked how to properly pass down the family home. Homes must be transferred properly, considering property tax reassessment, which differs per state.
Enjoy this clip, and watch full video here: https://buff.ly/3ytlOOx
Tips for Passing Down the Family Home - Estate Planning Second Snippet.mp4
BarthCalderon Attorney, Noelle Bryce, is often asked how to properly pass down the family home. There’s a lot to consider, especially if you’re leaving the home for the benefit of minors.
Enjoy this clip, and watch full video here: https://buff.ly/3ytlOOx
