Preparing the Mindset for Changes in Investments

<div class= "et_pb_module et_pb_text et_pb_text_0 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"> <p><span class="style-scope yt-formatted-string" dir="auto">Want to learn everything about potential changes in the Estate and Gift Tax system?</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">Jon talks with Randall Denha, CEO of Denha and Associates, and Jim Niedzinski, Co-Founder and managing partner of Motive Wealth advisors to provide helpful insight.</span></p> <p>—</p> <p><strong>Jim Niedzinski, CFP®, AIF®,</strong> is cofounder of Motive Wealth Advisors. He and his team provide fiduciary wealth management to a purposefully limited number of high net worth families in the context of deep relationships. For more than 20 years, Jim has been advising clients with complex financial situations such as those involving privately held businesses, the knottiest of executive compensation packages, and the challenges of large tax liabilities. In addition to Jim’s breadth of technical knowledge, he also draws upon his two decades of experience to serve clients as their strategic advisor, helping them clarify their vision and make decisions that align with their deepest values.</p> <p>Jim earned a BA degree from the University of Michigan, Ann Arbor, while lettering on the varsity track team. He is a CERTIFIED FINANCIAL PLANNER™ professional and he holds the Accredited Investment Fiduciary® (AIF®) credential.</p> <p>PERSONAL<br /> Jim is gaga for Shannon, his wife of 18 years (they haven’t missed their weekly date in over a decade). They have a teenage son and nearly-teenage daughter they adore. If you get to know the Niedzinskis, you’ll find that their faith is important to them and they are active in their church community. Jim reads constantly (maybe too much—he even reads while brushing his teeth). He loves the outdoors and conditioning through CrossFit, Brazilian Jiu Jitsu, mountain biking, snow skiing, and rock climbing. While Jim enjoys his active lifestyle, he also