The HABU Accelerator Podcast

Creating Lasting Value

About the show

Meet members of the HABU Accelerator who are helping professional service providers (CPAs, attorneys, architects, etc…) create lasting value inside their client relationships. Hosted by Jeff Pawlow - President of the Engineered Advisory family of companies.

Episodes

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    Ep002: The iClat: A Charitable Giving Strategy to Reduce Taxable Income

    July 11th, 2022  |  31 mins 40 secs

    Today on the Advisory Accelerator podcast, we're talking with Brad Gornto, President & Founder of iCLAT Solutions, a firm dedicated to partnering with CPA firms to provide a straightforward charitable giving framework that can help reduce taxable income in a year when a client's tax liability is unusually high.

    An "iCLAT" is simply a trust that makes annual distributions to charity for a specified term of years and, at the end of the term, distributes the remaining trust assets back to its grantor.

    A well-established but rarely used type of charitable planning strategy, Brad and his team have worked with 100s of individuals, attorneys, accountants, financial planners, charities, DAF sponsors, and fiduciaries in the proper design, drafting, establishment, and administration of iCLATs.

    Take a listen and learn what it takes to accelerate your advisory practice.

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    Ep001: Understanding the Tax Advantages of Private Aviation

    June 27th, 2022  |  48 mins 52 secs

    Today on the Advisory Accelerator podcast, we're talking with Jerry Winkelmann, Executive Director at Engineered Advisory Services, Jack Lambert, Managing Partner at Jet Access Aviation, and Bart Peters, Managing Attorney at Business Aviation Law Group, about their unique jet aviation program.

    As a CPA, you may have clients who would benefit from exploring the purchase of a private aircraft as an investment vehicle, especially when the plane is placed inside of a charter fleet, and from a tax minimization standpoint.

    We had the opportunity to dive into the current tax guidelines, the nuances of owning a jet, and the advantages it can provide to the owner.

    This is a great episode, especially if you're a CPA looking to drive value into your client relationships.