How Affluent Clients Make Financial Decisions with Jonathan March


Manage episode 308373639 series 3012659
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Topics covered and questions you’ll uncover during this episode:

  • The real reasons behind the unprecedented seller’s market over the last year, and why it’s not just low interest rates fueling this market
  • How the Tax Cuts and Jobs Act of 2017’s $750,000 mortgage cut for new home purchases is affecting buying decisions in the upper tier
  • What makes an ultra-high-net-worth or high-net-worth individual’s finances “complex”
  • Why most high-net-worth and ultra-high-net-worth individuals consider their tax professional their #1 most trusted adviser
  • How CPAs advise their affluent clients on real estate decisions, and why it’s primarily based on the amount of interest that is deductible
  • The influence of limited itemized deductions for high-net-worth and ultra-high-net-worth individuals on their decision to relocate
  • The importance of networking among luxury real estate professionals and CPAs
  • How Biden’s proposed tax plan affects the upper tier and why 2021 may be a better time for upper tier clients to sell their home if the proposed tax bills are passed
  • The current guidelines governing tax exemption on capital gains for single individuals and married couples

Resources mentioned within the episode:

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