Cornerstone Private Office
Today: #190 in Business on our combined chart.
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| Date | Apple Podcasts |
|---|---|
| Oct 3 | #176 |
About the show
Latest episodes
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Trust Decanting
September 23, 2026 · 11 minFamilies often assume an irrevocable trust means permanently locked, but a growing number of states now let a trustee rewrite the terms of an outdated trust without ever going to court. Professor Jack Ledger explains decanting, the…
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Non-Qualified Deferred Compensation
September 9, 2026 · 11 minAlongside every executive's 401(k) sits a lesser-known account that can shelter far more income, but it comes with a catch almost nobody explains clearly. Professor Jack Ledger unpacks non-qualified deferred compensation plans, showing how…
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The HSA Nobody Treats Like a Retirement Account
September 9, 2026 · 9 minMost people treat their Health Savings Account like a glorified checking account for co-pays, missing that it may be the single most tax-advantaged account available under U.S. law. Professor Jack Ledger explains the triple tax advantage…
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The Buy-Sell Agreement Nobody Reviews Until It's Too Late
September 2, 2026 · 11 minSomewhere in a forgotten file sits the buy-sell agreement that's supposed to protect your business, and odds are nobody has looked at it in years. Professor Jack Ledger digs into why an outdated buy-sell agreement can quietly become one of…
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Accountable Plans
August 26, 2026 · 11 minIn this episode of Cornerstone Private Office, we dive deep into the world of Accountable Plans, a strategic tool for enhancing your financial structures and optimizing tax reduction. Discover how these plans can strengthen your wealth…
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Tax Planning for Families, Not Just Businesses
August 12, 2026 · 11 minThe family is not a beneficiary of the financial enterprise — it is the enterprise. Professor Jack Ledger builds the framework for family tax architecture: the 40 percent estate tax, annual gifting programs, grantor trust mechanics, Family…
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Why Tax Planning Requires a Team
August 5, 2026 · 11 minNo single advisor can produce elite tax outcomes — the system is too complex and the domains too interconnected. Professor Jack Ledger defines the four roles of a coordinated advisory team — CPA, tax attorney, investment advisor, and CFO…
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Multi-Year Tax Strategy (5–10 Year Planning)
July 29, 2026 · 10 minAnnual tax planning is reactive; multi-year tax strategy is designed. Professor Jack Ledger maps the architecture of a 10-year tax roadmap — one that integrates the permanent $15 million estate and gift tax exemption, systematic annual…