Posts by Amanda Wynalda

Amanda Wynalda ~Executive Attorney

Amanda is an attorney licensed in California. Prior to Anderson, she worked in tax, estate planning, family law, and sports/entertainment. As a student at Pepperdine Law, she worked at the IRS Chief Counsel’s office in the Small Business/Self-Employed and Tax Exempt and Government Entities divisions. She regularly presents at our Structure Implementation Series covering tax preparation and planning strategies.

What Assets Investors Should Never Hold in a Living Trust

I still remember the first time a client asked me, "What assets do I need to put into my living trust?" It was a simple question, but behind it was the same confusion I hear repeatedly from investors, business owners,...