EP. 3: TRUST, you will be dealt with. Period.

This TaxSnax Episode features Nicole Davis, CPA, MBA.

If you raised your hand (*cough* Enya’s sister) because you believed putting money in a trust can save you from paying taxes, this is the podcast episode for you. Are you tired of the misinformation buffet that social media serves up about trusts? Well, grab your favorite snack and join us for a bite-sized exploration into the world of trusts and taxes!

In this episode, our tax expert Nicole Davis will serve you some savory truths as we break down the myth that trusts are the ultimate tax-free treat. Spoiler alert: There’s no magic sauce to dodge those tax obligations!