The Keys To Your Legacy with Elijah Keyes, Episode 04

In this episode of "The Keys to Your Legacy," host Elijah Keyes speaks with Karen Hahn, a CPA and Certified Valuation Analyst with her own practice specializing in trust taxation. Karen brings over 40 years of experience and shares her expertise in various aspects of taxation and business valuation.

Tune in to the episode to hear about:

* The basics of who can legally file taxes for others, highlighting the roles of certified public accountants and enrolled agents.

* An in-depth exploration of trust taxation, including the key differences between trust tax returns and individual tax returns.

* Insights into the complexities of running a CPA practice, the value of business valuation, and the process of scaling down a business effectively.

* Real-life scenarios involving family dynamics and trust administration, offering advice for maintaining family harmony through financial transitions.

* Karen Hahn's personal journey in the field of accounting, her philosophy on client relationships, and her views on transitioning a business to the next generation.

Learn more about Karen Hahn:

* Website: https://www.khahncpa.com

* Email: Karen@KHahnCPA.com

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 3

In this episode of The Keys To Your Legacy, Elijah Keyes interviews Natalie Oh, an insurance advisor and Principal of Taran Insurance Advisory, who has been helping clients protect what matters most for over 27 years. Natalie specializes in tax-efficient wealth transfer strategies for high-net-worth individuals and collaborates closely with clients' advisors to ensure comprehensive asset protection.

Tune in to the episode to hear about:

* Types of Insurance Covered: Natalie discusses life insurance, disability insurance, and long-term care insurance as essential types for asset and income protection.

* Client Needs for Income Replacement: She highlights the critical need for income replacement insurance, especially in expensive areas like Northern California, where households often rely on dual incomes.

* Insurance Broker vs. Agent: Natalie distinguishes between insurance brokers and agents, highlighting that as a broker, she accesses multiple insurance carriers to find tailored policies for clients.

* Background in Finance and Insurance: With a background in finance and extensive experience in the insurance industry, Natalie brings a deep understanding of financial planning and risk management to her clients.

Learn more about Natalie Oh:

* Connect with Natalie Oh on LinkedIn: http://linkedin.com/in/natalie-oh-taran-ins

* Visit Taran Insurance Advisory’s website: http://www.taraninsurance.com

* Email: natalie@taraninsurance.com

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com/

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes/

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc/

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup/

The Keys To Your Legacy with Elijah Keyes, Episode 2

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Jon Henderson, Founder and CIO of Echo45 Advisors, a registered investment advisor (RIA). Jon, a seasoned financial planner holding several prestigious designations including CFP, CRPC, and CBDA, offers comprehensive financial planning services with a focus on tax planning and fiduciary responsibility.

Tune in to the episode to hear about:

* Financial Planner Designations: Henderson holds CFP, CRPC, and CBDA designations, showcasing expertise in financial planning, taxation, estate planning, and digital assets.

* The Importance of Tax Planning: Henderson stresses proactive tax planning by starting with tax return reviews to avoid costly mistakes and unnecessary tax liabilities.

* Transition to Independent Advisory: Henderson's journey from Merrill Lynch to Echo45 Advisory prioritizes fiduciary responsibility and comprehensive financial planning, overcoming limitations in larger financial institutions.

* Subscription-Based Planning: Echo45 Advisory offers subscription-based planning to bridge the gap for individuals without substantial assets, providing accessible financial advice beyond traditional wealth management models.

* Personal Passions: Henderson's interests in aviation, organic gardening, and sustainable living influence his life, from piloting to promoting healthier eating habits through organic gardening and incorporating solar power for green energy.

Learn more about Jon Henderson:

* Connect with Jon Henderson on Linkedin: https://www.linkedin.com/in/jhendersonecho45

* Connect with Echo45 Advisors LLC on Linkedin: https://www.linkedin.com/company/echo45advisors

* Visit Echo45 Advisors’ website: https://www.echo45advisors.com

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing on people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 01

In this inaugural episode of The Keys To Your Legacy, Elijah Keyes speaks with Grace Tsang, a realtor with Intero Real Estate in Silicon Valley. Grace is a top-producing real estate agent and a luxury home marketing specialist. Grace's true passion is to help clients make smart real estate decisions that positively transform their lives and build long-term wealth. She has an extensive background in real estate sales, real estate investment, business, and technology from her previous career in software and her formal education. Furthermore, Grace is an immigrant who speaks multiple languages and is a mom to two young daughters. Her life experiences as a former techie, a business owner, and a parent have enabled her to help clients from all walks of life and from different cultural backgrounds.

Tune in to the episode to hear about:

* Grace’s career journey from software to real estate

* Her unique, personalized approach to real estate, focusing on client education

* How Grace balances her personal life with work, and her priority on international travel with her family

* Real-life success and failure examples of Grace’s real estate clients with trusts and estates, emphasizing the importance of estate planning to protect your assets

Learn more about Grace Tsang:

* Connect with Grace on LinkedIn: https://www.linkedin.com/in/gracetsangrealestate/

* Follow Grace on Instagram: https://www.instagram.com/gracetsangrealestate/

* Follow Grace on Facebook: https://www.facebook.com/gracetsangrealestate/

* Visit Grace’s business website: https://livegracefullyrealestate.com/

* Subscribe to Grace’s YouTube channel: https://www.youtube.com/@TheAmazingGraceTeam

* Email: gtsang@intero.com

* Call: (408) 480-9312

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com/

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes/

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc/

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup/