Why Leaving an Inheritance in Trust Can Be the Best Gift You Give

Hi, thanks for coming back. What I want to talk to you today about is a way to leave an inheritance for a child and or a relative of yours or maybe even a big gift while you're still alive. And...

WATCH: Tax Brackets Made Easy

Hey, Smarter Vets, CJ Burnett here. And today I'm going to talk to you about tax brackets. I know you were sitting in your office today in the afternoon. We're just wondering how do tax brackets...

WATCH: Hidden Risk Outright Inheritances

Hi there. I am here again today to talk to you about let's consider eliminating outright distribution. So what's outright distribution? What do I say about that? That classic I know you must have...

WATCH: The Hidden Danger in Banking Your Retirement on Selling Your Practice

Are you on the path of a practice only retirement plan? If you're not sure, or if there's a question that you're curious about, you might want to keep listening. A practice only retirement plan is...

WATCH: The Importance of Naming Contingent Beneficiaries in Your Estate Plan

We're going to talk today around contingent beneficiary. So what is a contingent beneficiary? So when you go get it, a will done and or a trust done, the attorney won't let you out the door without...

WATCH: The Blueprint for a Reward Program That Boosts Performance

Reward programs are one of the hardest things to implement in a business. And the reason for that, sometimes people have no idea what they're actually doing to have an impact on the overall business...

WATCH: How Beneficiary Designations and TOD Accounts Help You Avoid Probate

Hi, so glad to have your attention and so glad to be here today to just give a three to five minute conversation around something in the estate planning world we call designation of beneficiary and...

WATCH: The Secret to Retaining Top Employees: Why Bonuses Fail and What Works Instead

Employees, such a hard conversation. We all need them as an owner to help us be able to free up our time. And at the same time, it can be incredibly difficult to keep the ones around that really do...

Naming a Guardian: One of the Most Important Decisions You’ll Make as a Parent

Hi, today I want to talk to you about guardianship. And in an estate plan, the guardian is the person you're going to name to take care of children under the age of 18 that are in your care. So...

The Tax Trap: Why Spending More to Save on Taxes Can Cost You

Hey Smarter Vets! CJ Burnett here and today I'm going to give you the best tax advice I ever got I'll never forget the first time I heard an accountant tell me in order to save some tax I needed to...