Tag Archives: Taxes

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Beyond Finances: Estate Planning with Stanford McCullough (Ep. 17)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , ,

Estate planning stretches far beyond managing your finances. It includes planning for your future, your legacy, and how your wishes will affect your loved ones.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Stanford McCullough, J.D., LL.M., CFP® to discuss his new role at Blue Barn Wealth in the advisory space, working with clients as he specializes in estate and tax planning. 

Stanford discusses: 

  • When is the right time to start estate planning
  • What a personal representative is and how it relates to your estate planning
  • The ins and outs of advanced medical directives
  • Why you should avoid probate during estate planning
  • And more

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Connect with Stanford McCullough:

About Our Guest: 

Stanford McCullough, J.D., LL.M., CFP® is an associate attorney at Fabian VanCott. Stanford graduated from the S.Q. Quinney school of Law (University of Utah) and then received his LLM in Taxation from UC Irvine.  He currently serves as the Program Chair of the Tax Section of the Utah State Bar.

Stanford studied for his undergraduate degree at the nationally-ranked financial planning program at Utah Valley University, and he maintains his CFP® certification today. Combining his CFP® certification with his LLM in Taxation, Stanford is well-equipped to be an asset for his clients in planning around their personal finances and in navigating their tax picture. 

At Fabian VanCott, Stanford specializes in income tax planning for liquidation events, wealth transfer and estate planning, and business succession planning for high-net-worth families and entrepreneurs.  Stanford is surrounded by a team of reputable income and estate attorneys who assist on complicated income and estate tax planning cases and transactions.

Stanford is entrepreneurial-oriented and started several part-time businesses while in college.  Stanford is an avid sports fan and loves skiing, mountain biking, canyoneering, and mountain climbing.

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Tax-Efficient Charitable Giving (Ep.13)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , , , ,

Currently, in the United States, the rate of charitable donations has grown to nearly $500 billion a year. While corporations do their fair share of contributing, two-thirds of that total comes from individuals.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, discuss how you can make your charitable contributions as tax-efficient as possible. They discuss a number of reasons you might want to consider charitable giving and how you can benefit from making charitable donations from your retirement accounts. 

Jeff and Benjamin discuss: 

  • Different charitable entities you can donate to and how they affect the strategies you can use to save on taxes
  • How you can use a donor-advised fund to separate your contributions over time 
  • How you can strategize selling a private business or real estate with charitable giving for a more tax-efficient process
  • And more

Resources: 

Connect With Blue Barn Wealth:

 

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