In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Joseph Angelli, of Joseph Angelli, CPA. PC where we discuss the impact of the Trump Administration's Tax policies as well as the expected passage of the OBBBA or The One Big Beautiful Bill Act. We cover many of the income tax provisions in the Bill and how it will impact your federal income taxes as well as how we can plan and strategize ways to minimize our overall income tax burde...
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In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Joseph Angelli, of Joseph Angelli, CPA. PC where we discuss the impact of the Trump Administration's Tax policies as well as the expected passage of the OBBBA or The One Big Beautiful Bill Act. We cover many of the income tax provisions in the Bill and how it will impact your federal income taxes as well as how we can plan and strategize ways to minimize our overall income tax burde...
EP 10 - Can CLO's Provide Income for you? With Shiloh Bates of Flat Rock.
Enlightened Wealth Strategies
35 minutes
8 months ago
EP 10 - Can CLO's Provide Income for you? With Shiloh Bates of Flat Rock.
In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Shiloh Bates, CFO of Flat Rock Funds. This is an insightful discussion about non-traditional investing. Specifically, the use of these interval funds which can generate current income to meet our cash flow needs or to be reinvested into our investment account. We discover that Flat Rock offers three different funds, all are income oriented, but each also has an element of capital appreciation, as we...
Enlightened Wealth Strategies
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Joseph Angelli, of Joseph Angelli, CPA. PC where we discuss the impact of the Trump Administration's Tax policies as well as the expected passage of the OBBBA or The One Big Beautiful Bill Act. We cover many of the income tax provisions in the Bill and how it will impact your federal income taxes as well as how we can plan and strategize ways to minimize our overall income tax burde...
