Bill Lloyd on Tax Strategies: Charitable Pay Raise, Roth Conversions & Wealth Planning

Wayne Zell welcomes Bill Lloyd to discuss his expertise in tax strategy, focusing on the Tax Cuts and Jobs Act and its implications. They explore opportunities like the Charitable Pay Raise and Roth IRA conversions, delving into estate tax and the origins of these strategies. The episode includes who benefits from these strategies and case study examples, as well as wealth replacement strategies and their legal backing. They discuss accessing information and feedback from authorities, understanding the fee structure, and the role of philanthropy in wealth management. The conversation concludes with a preview of upcoming episodes.