Guests Nik Fahrer and Tom Haldiman return to the podcast to follow up on and take a deeper dive into nonfungible tokens (NFTs) with host Damien Martin. Here’s what they discuss:

• Who are Nik and Tom? @01:15
• What’s the significance of digital assets and where are we going with all of this? @04:48
• Core NFT concepts and a real-world example from Beepol @14:32
• Use cases for NFTs @29:09
• Tax considerations of holding NFTs for appreciation @42:27
• Estate and planning considerations @47:32
• Buyer beware @49:22
• Closing thoughts from Nik and Tom @53:02
• An update on the digital asset space @54:16

Learn more about Nik and Tom and get additional resources with the show notes to this episode comming soon here.

GET MORE SIMPLY TAX

We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.

A complete archive of our episodes is available on our website and YouTube playlist.

We’d love to hear from you! Email feedback and questions to SimplyTax@FORVIS.com.

FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumulating wealth and share real-world examples of the benefits of working with a financial planner. Here’s what they discuss:

• Who are Carlee and Zach and how did they get into the finance industry? [00:57]
• Who and what are the Wealth Accumulation Team? [04:54]
• It takes a multidisciplinary team [08:15]
• A real-world example with serving physicians [10:26]
• How to know if you need a financial advisor [12:42]
• Jargon and other common challenges [16:35]
• Planning for phases of life and competing goals [19:40]
• What if I feel uncomfortable talking about finances? [24:20]
• Three top tips from Carlee and Zach [26:58]
• What Carlee and Zach enjoy most about what they do [32:01]
• Closing thoughts [33:36]

The services discussed in the episode may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment advisor, and/or accounting, tax and related solutions provided by FORVIS, LLP.

Learn more about Zach & Carlee and get additional resources with the show notes to this episode comming soon here.

GET MORE SIMPLY TAX

We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.

A complete archive of our episodes is available on our website and YouTube playlist.

We’d love to hear from you! Email feedback and questions to SimplyTax@FORVIS.com.

The New Markets Tax Credit (NMTC) Program is a federally funded program designed to attract private investment into distressed communities. Investors are incentivized to provide outside capital in exchange for credits against their federal income tax liability. Host Damien Martin sits down with guest Wes Ernst to discuss this sometimes-overlooked incentive and a new tool he helped to develop that improves speed, increases accuracy, and drives value through the entire NMTC process.

Here’s what they discuss:

• Who is Wes Ernst? [01:19]
• What’s the NMTC and how does it work? [05:28]
• What industries are good candidates for the NMTC? [16:11]
• Are there compliance considerations? [24:18]
• What’s the future of the NMTC? [26:40]
• How did Wes come to work with the NMTC? [32:47]
• Closing thoughts from Wes [36:59]

Learn more about Wes and get additional resources with the show notes to this episode here!

GET MORE SIMPLY TAX

We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.

A complete archive of our episodes is available on our website and YouTube playlist.

We’d love to hear from you! Email feedback and questions to SimplyTax@FORVIS.com.