Julie Johansson
Julie Johansson is a passionate social media marketing professional with over three years of experience in creating engaging content, managing social media accounts, and driving brand awareness. With a knack for storytelling and a deep understanding of audience behavior, Julie has successfully developed and implemented social media strategies for various clients in diverse industries. Her expertise in content creation, copy editing, and search engine optimization (SEO) has resulted in increased traffic, clicks, and follower growth on multiple platforms. Julie is known for her ability to create viral content that captivates audiences and generates high engagement. She holds a bachelor's degree in Criminal Justice with a minor in Sociology from Western Michigan University.

The IRS New Tax Rule and its Impact on Irrevocable Trusts

In the past, the IRS allowed a basis upgrade for assets within an irrevocable trust. However, the landscape has shifted with the introduction of Rev. Rul. 2023-2. Now, unless these assets are part of the original owner’s (or “grantor’s”) taxable estate, the basis remains unchanged. To qualify for the basis upgrade, the assets of the […]

Generational Wealth

Generational Wealth ‘Curse’ Is Causing 90% of Families To Run Out of Money — How To Beat the Odds Generational wealth, often envisaged as a blessing, has been paradoxically termed as the ‘curse’ due to the startling statistic that up to 90% of families deplete their inherited wealth by the third generation. This phenomenon, known […]

Dr Mitch a Taxing Problem: Interview by Around Wellington

Dr. Mitchell Roth, aka Dr. Mitch, talks about his book “A Taxing Problem: The Psychologist’s Prescription for a Just Tax System.” He also talks about the possibility for running for U.S. Senate.

Wealth Capping: Rethinking Billionaire Fortunes and Economic Justice

The widening chasm between the mega-rich and the rest of society is an increasingly polarizing issue. In the wake of escalating wealth concentration in the hands of a few, a question of profound significance emerges: Is there such a thing as too much wealth? If so, should there be a cap on the wealth one […]

Unveiling Stealth Tax: Causing the Golden Years of Retirement to Tarnish

An insidious adversary lurks in the shadows, silently diminishing the hard-earned benefits of social security retirees. It’s elusive and surreptitious – we call it the Stealth Tax. While taxation itself is not inherently nefarious, the stealth tax, often not perceptible to the untrained eye, emerges as a force to be reckoned with in its impact […]