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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
Episodes
Tuesday May 05, 2020
Tuesday May 05, 2020
Jimmy talks with Peter Agrapides from Western Valuations Advisors about how the Coronavirus has created a unique opportunity to transfer wealth due to depressed valuations for privately held assets.
Learn about estate tax, expatriation “exit tax,” and other transfer limitations.
- Jimmy Sexton - Host
- Peter Agrapides - Guest
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