Chapman’s Trusts and Estates practice group leader, Rebecca Wallenfelsz, and Michael Jankowske, founder of the Hamelind Group, have collaborated on a series of educational videos discussing tax diversification. Whether you are planning for the future or looking to enhance your wealth management strategies now, these videos are packed with essential insights!
One Big Beautiful Bill (OBBB) Tax Provisions
Watch our video highlighting two new key tax provisions in the One Big Beautiful Bill (OBBB) that may impact charitable deductions starting in 2026 and charitable planning options.
Tax Diversification
In this video series, Rebecca and Mike explore taxation “buckets” and offer strategies to help minimize tax liabilities and maximize wealth transfer, culminating with a case study illustrating these strategies in action.
- Part 1 - Introduction on Tax Diversification
- Part 2 - Tax-Qualified Tax-Deferred Assets
- Part 3 - Non-Qualified Tax-Deferred Assets
- Part 4 - Tax-Exempt Assets
- Part 5 - Taxable Assets
- Part 6 - Tax Shelters
- Part 7 - Trusts
- Part 8 - Case Study Applying Tax Diversification Strategies
Learn more about our Trusts and Estates services here.
