Tag: Podcast
Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)

Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)

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High-interest rates have caused both stocks and bonds to perform poorly in recent months.

However, looking beyond stocks and bonds, private credit and direct lending have emerged as particularly attractive options for those seeking higher yields and lower volatility.

In this episode, Chris Osmond speaks with Philip Hasbrouck, Senior Managing Director and Co-Head of Cliffwater’s asset management business. Together, they simplify private credit and direct lending, discussing their benefits, risks, and relevance in the current environment.

Chris and Philip discuss:

  • Cliffwater’s growth in the alternative investment space to over $10 billion in AUM
  • How private credit can serve as a hedge against rising interest rates
  • Key risks associated with direct lending (compared to traditional corporate bonds)
  • Interval Funds vs. BDCs(Business Development Companies) — what you need to know as an investor
  • And more

Connect with Philip Hasbrouck:

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About Our Guest:

Philip Hasbrouck is the co-head of Cliffwater’s asset management business. In this role, Philip leads the firm’s asset management distribution efforts and is involved with product development and positioning, business development, and managing client relationships. Prior to joining Cliffwater in 2018, Philip held various positions with CAIS, TCW Group, and J.P. Morgan. He earned a BS in Commerce and Finance from Santa Clara University.
How To Navigate International Tax Planning With Connor Southwell (Ep. 72)

How To Navigate International Tax Planning With Connor Southwell (Ep. 72)

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Whether you are a U.S. citizen with international sources of income or a foreign national conducting business in the U.S., it is important to understand how international taxation works so that you do not end up overpaying in taxes.

In this episode, Kyle Malmstrom speaks with Connor Southwell, Director of Citrin Cooperman’s International Taxation Services Practice, about how to effectively navigate international tax planning.

Kyle and Connor discuss:

  • Key factors that can affect your “worldwide income tax”
  • How inbound and outbound tax planning works in the U.S.
  • The impact of various tax laws on U.S. citizens, green card holders, resident aliens, and non-resident aliens
  • How business owners can leverage international treaties to optimize their tax situation
  • And more

Connect with Connor Southwell:

Connect with Kyle Malmstrom:

Connect With Centura Wealth Advisory:

About Our Guest:

Connor Southwell is a director in the firm’s International Taxation Services Practice. He has over a decade of experience advising high net worth individuals and closely held businesses in international tax planning and compliance.

Connor works with both U.S. nationals and business entities with activities in foreign jurisdictions, and nonresidential individuals and companies that seek to establish a presence and economic nexus to the U.S. His specialties include the subpart F and GILTI regimes, foreign tax credit planning, FATCA compliance, and the analysis and application of U.S. and OECD model income tax treaties.
Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)

Bringing Exponential Value to Clients With the Elite Advisor Collaboration Program (Ep. 71)

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When financial advisors collaborate with fellow professionals (EPAs, CPAs, other advisors, etc.), it helps them improve their client service and simultaneously accelerate their own growth.

This is the rationale behind Centura Wealth Advisory’s Elite Advisor Collaboration Program (EACP), where radically transparency is the cornerstone.

In this episode, Jonathan Freeman and Derek Myron explain what EACP entails and how it helps advisors effectively serve ultra-high-net-worth clients.

Jonathan and Derek discuss:

  • The importance of collaboration within the financial services industry
  • What type of advisors are best suited for the Elite Advisor Collaboration Program
  • Five key pillars of serving ultra-high-net-worth clients
  • How advisors can leverage EACP for serving prospects
  • And more

Resources:

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Picking The Right Pass-Through Entity For Your Business With Chuck Levun, JD, CPA (Ep. 70)

Picking The Right Pass-Through Entity For Your Business With Chuck Levun, JD, CPA (Ep. 70)

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Pass-through entities are complex, but it’s important to pick the one that’s best for your business needs from the get-go.

In this episode, Kyle Malmstrom speaks with Chuck Levun, a partner at Levun, Goodman & Cohen, LLP, about pass-through entities today. They explain what pass-through entities are, talk about the pros and cons of S corporations, and provide a couple of cautions.

Chuck discusses:

  • How to use partnerships/LLCs to work around the tax constraints of S corporations in a tax-free manner
  • Use of partnership/LLC agreements and shareholder agreements to cover the common business and economic issues between the owners
  • Tax limitations of S corporations compared to partnership/LLCs
  • IRS updates
  • And more

Connect With Chuck Levun:

Connect with Kyle Malmstrom:

Connect With Centura Wealth Advisory:

About Our Guest:

Charles R. Levun, JD, CPA, is a partner in the Chicago-area law firm of Levun, Goodman & Cohen, LLP. He is also the consultant to the CCH Partnership Tax Planning and Practice Guide, for which he was the co-author of the monthly “Partner’s Perspective” column for its entire term of publication (1987-2020), and was an Adjunct Professor of Law at the Illinois Institute of Technology Chicago Kent Graduate Tax Program (1985-2019 program termination) and Editor-in-Chief of the Journal of Passthrough Entities for its entire term of publication (1998-2019). Mr. Levun received a JD from the University of Chicago Law School and a BS in Accounting from the University of Illinois. He is a past chair of the Partnerships and LLCs Committee of the American Bar Association’s Section of Taxation, the Chicago Bar Association’s Federal Taxation Committee and the Federal Taxation Section Council of the Illinois State Bar Association, and is a Fellow and past Regent in the American College of Tax Counsel. Mr. Levun has been chair of the faculty and co-sponsor of the Partnership, LLC & S Corporation Tax Planning Forum and the “Fundamentals of Flow-Through” Tax Seminar since their inception.

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