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BetterWealth with Caleb Guilliams

The Ultimate Tax Loophole Might Be Going Away!

Oct 22, 2021
11:44

In today's BetterWealth episode, I am joined by Dan Kaminski, the head of operations as we 

discuss how the ultimate tax “loophole” is going away. Listen as Dan describes (GRATS) Grantor Retained Annuity Trust. We also talk about the definition of a  “tax-loophole” and why GRATS is a tax advantage opportunity for the wealthy that will most likely be going away. We even expose the widow of Steve Jobs as we look at the tax loopholes she uses.  

Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither the host nor the guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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