Tag: Samantha Lawrence
Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)

Unlock Hidden Tax Benefits: The Qualified Business Income Deduction with Greg Klipstein and Samantha Lawrence (Ep. 99)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Could your business be missing out on thousands in tax savings right now?

In this episode of Live Life Liberated, Greg Klipstein and Samantha Lawrence uncover the Qualified Business Income (QBI) deduction — a powerful yet often overlooked tax benefit designed to help small businesses reduce their tax burden. Despite its potential, many business owners miss out on this opportunity due to inadequate planning or advisory support.

Whether you’re a small business owner or someone responsible for managing your company’s finances, this conversation is packed with actionable insights to help you optimize your tax strategy and keep more of your hard-earned money.

Talking points include:

  • Understanding the QBI deduction and its role in reducing tax burdens for small businesses
  • Common reasons why the QBI deduction is missed, including improper company structure and poor communication with advisory teams
  • The essential role of proactive and well-coordinated advisory teams in ensuring the deduction is utilized effectively
  • How to correct missed QBI deductions in current & prior tax years and the value of addressing these issues promptly
  • Broader implications of missing the QBI deduction, such as overlooked retirement planning opportunities and other tax-saving strategies
  • Evaluating whether it’s time to replace your advisory team to better manage complex financial needs
  • And more!

Connect with Samantha Lawrence:

Connect with Greg W. Klipstein:

Connect with Centura Wealth Advisory:
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Advisors, are you seeking the secret to delivering unparalleled value to your high-net-worth clients?

In a world where wealth advisory excellence is defined by innovation and collaboration, you might want to explore the power of joint casework.

In this episode, Samantha Lawrence, CFP®, Associate Advisor, interviews Gregg Gottlieb, CFP®, co-founder of Regal Wealth Advisors, about his experience working with Centura Wealth Advisory (Centura) and its Elite Advisor Collaboration Program (EACP).

Gregg discusses:

  • The importance of collaboration in the wealth management industry
  • Why he found the joint casework experience financially and professionally rewarding
  • An example of how his partnership with Centura benefitted his client
  • How Centura’s radical transparency with its Liberated Wealth® process helped him improve his own practice
  • And more

Resources:

Connect with Samantha Lawrence:

Connect With Gregg Gottlieb:

Connect With Centura Wealth Advisory:

About Our Guest:

Gregg Gottlieb co-founded Regal Wealth Advisors in 2006 to help create a company dedicated to wealth development, preservation, and transfer to subsequent generations. Gregg has over 20 years of experience in the financial advisory industry developing and helping to implement financial plans for individuals and business owners. He also has specialized experience working with complex life and health insurance matters, strategically integrating them within comprehensive, tailored financial plans.

Gregg earned his undergraduate degree in human resources at Muhlenberg College. He subsequently completed the Certified Financial Planning Program at Fairleigh Dickinson University and earned the CFP® designation. Greg holds life, health, and property and casualty insurance licenses, as well as Series 63, Series 65, and Series 7 securities licenses through LPL Financial.
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)

The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

While passing on your wealth to future generations, you might want to make it as estate tax-efficient as possible.

If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust (QPRT) might be for you.

In this episode, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, Senior Wealth Advisor, and Samantha Lawrence, CFP®, Associate Advisor, discuss how the QPRT strategy can help reduce your wealth transfer taxes.

Seth and Samantha discuss:

  • How a QPRT works and the process for setting it up
  • The major tax benefits involved (estate and gift)
  • Who is the ideal candidate for the QPRT strategy
  • Potential risks related to QPRTs that you should keep in mind
  • And more

Connect with Seth Meisler:

Connect with Samantha Lawrence:

Connect With Centura Wealth Advisory:

Archives

Categories