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Nobody puts estate or asset protection planning as the #1 fun activity on the list, but getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you get organized in an efficient and painless way.
Episodes
Thursday Oct 17, 2024
Thursday Oct 17, 2024
In this episode, BarthCalderon attorney Noelle Bryce walks us through what to consider in choosing the right executor.
Thursday Oct 10, 2024
Thursday Oct 10, 2024
In this episode, BarthCalderon attorney Noelle Bryce walks us through pitfalls to consider when creating your estate plan.
Tuesday Sep 17, 2024
Tuesday Sep 17, 2024
Top asset protection attorney Harry Barth and insurance expert Jerry Conrey are teaming up to bring you an eye-opening LIVE webinar.
In this episode of Wealth Protector TV, you are going to get LIVE access to two highly sought after experts who will reveal their top tools, tips and strategies for protecting your assets.
Jerry will reveal the mistakes owners make that lead to horrible personal financial outcomes and how to avoid them.
We will have live Q&A for you to ask any and all questions about your own business. We hope to see you there.
Get your free asset protection assessment: Text GUARDASSETS to (650) 459-2712 to sign up
Tuesday Jul 23, 2024
Tuesday Jul 23, 2024
Join us as esteemed Vistage Chair Linda Goldstein sits in with top estate and asset protection attorney Harry Barth to reveal all the details behind the dramatic changes about to occur and what you can do today to take advantage of existing laws.
The Threats:
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The estate tax exemption is cut in half on January 1st, 2026 from current levels of about $14 million. So it's going to go down to about $7 million and the current tax rates are going up from 40% to 45%.
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The attack on the use of trusts and valuation discounts is a perennial threat, but is gaining momentum.
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Political winds are changing. There is much more talk in Congress on closing loopholes on the wealthy and taxing the rich. This is creating an environment for new and increased taxes on wealth.
What To Consider Now:
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Update current estate plan to make sure it survives the road ahead, and consider making large gifts and transfers to heirs to lock in current deductions.
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Utilize the large exemptions, utilize valuation discounts, utilize trusts and techniques available today.
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We have the most generous estate tax planning environment ever right now. That is soon coming to an end. Right now is the time to take action.
Tuesday Jul 02, 2024
Tuesday Jul 02, 2024
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us for an illuminating and empowering conversation as
Vistage Chair Jeffrey Bauer sits down with top asset protection attorney Brad Barth for an inside look at this new law and how it impacts you. Brad will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Brad Barth is Partner at the nationally recognized asset protection planning law firm BarthCalderon, LLP, as well as a top Vistage speaker.
Tuesday Jun 25, 2024
Tuesday Jun 25, 2024
Entrepreneur & business owner Courtney Moeller joins with top attorney Harry Barth to reveal the dramatic upending of estate tax laws that are on the horizon.
Harry dives into the trenches to give you his #1 tools and strategies to take advantage of existing laws before they change.
Tuesday May 28, 2024
Tuesday May 28, 2024
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us as Vistage Chair Michael Tetreau sits down with top asset protection attorney Harry Barth for an inside look at this new law and how it impacts you. Harry will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Harry Barth is the Founder and Senior Managing Partner of the nationally recognized asset protection planning law firm BarthCalderon, LLP. Harry is also a top Vistage speaker and has been a member of Vistage for over 20 years.
Learn more about Mike’s CEO groups and his current offers: and reach out to him at michael.tetreau@vistagechair.com
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
Tuesday May 21, 2024
Tuesday May 21, 2024
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us as Vistage Chair Thomas Tomasevic sits down with top asset protection attorney Harry Barth for an inside look at this new law and how it impacts you. Harry will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Harry Barth is the Founder and Senior Managing Partner of the nationally recognized asset protection planning law firm BarthCalderon, LLP. Harry is also a top Vistage speaker and has been a member of Vistage for over 20 years.
Learn more about Thomas’ CEO groups and his current offers: and reach out to him at thomas@t2team.com
Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…
Text GUARDASSETS to 650-459-2712 to book your Zoom.
Tuesday May 14, 2024
Tuesday May 14, 2024
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us as Vistage Chair Cheryl Marks Young sits down with top asset protection attorney Harry Barth for an inside look at this new law and how it impacts you. Harry will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Harry Barth is the Founder and Senior Managing Partner of the nationally recognized asset protection planning law firm BarthCalderon, LLP. Harry is also a top Vistage speaker and has been a member of Vistage for over 20 years.
Tuesday May 07, 2024
Tuesday May 07, 2024
The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us as Vistage Chair Scott Bunce sits down with top asset protection attorney Harry Barth for an inside look at this new law and how it impacts you. Harry will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Harry Barth is the Founder and Senior Managing Partner of the nationally recognized asset protection planning law firm BarthCalderon, LLP. Harry is also a top Vistage speaker and has been a member of Vistage for over 20 years.