Episode 14: China—#2 Economy with a Bullet

Tony Roth |
Capital Considerations with Tony Roth

July 20—This is the first of two episodes where we shine the spotlight on China, which is front and center on the world stage. Tony and Dr. Stephen Roach, a Senior Fellow at Yale University’s Jackson School of Global Affairs, discusses China’s ascendancy over the last four decades and the pressures this uber-economic power faces to sustain and even exceed its high growth rate.Dr.

Listen...


Episode 10: Estate Tax Mitigation Strategies

Blair Talty |
Emerald GEMs

July 7, 2020—By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. The question now is: Have already strong estate tax mitigation opportunities become even more powerful in the pandemic?  National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.

Listen...