# Richard Chen

Populaarseimad podcastide jaod
Uuendatud:

Ep 98: Building the Right Legal Foundation for Your RIA

Financial Advisors Want to Know Podcast: Building the Right Legal Foundation for Your RIA | Ep. 98 Richard ChenWelcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance …

Latest News - March 2026

Craig Day, Tim Sanderson, Linda Bruce and Richard Chen discuss the latest news: Upcoming Federal Budget Division 296 tax - latest developments Personal Services Income and trusts - ATO update Payday Super - contribution cap implications Hosted on Acast. See acast.com/privacy for more information.

Compliance Doesn't Have to Be the Enemy with Richard Chen

Steven Jarvis is joined by compliance attorney Richard Chen to break down what compliance really means for financial advisors. They discuss how to balance providing value without crossing regulatory lines, the limitations of relying on software, and the importance of protecting client data. Richard…

Leave payments on retirement: Lump sum vs taking leave

Clients who are considering retiring often have outstanding accrued periods of annual leave and/or long service leave. In many cases, clients have a choice between receiving outstanding leave as a lump sum upon terminating employment and taking any accrued leave prior to terminating employment. Cra…

Q52 - How To Structure The Legal Ownership Of An RIA?

I'm Brad Wales with Transition To RIA. This is episode #52 of the Transition To RIA question and answer series where I answer RIA related questions I get from advisors just like you. There are fun and exciting parts to transitioning your practice to the RIA model. To name a few: - How will you br…

Question of the month: Carry forward concessional contributions & myGov

Tim Sanderson, Alex Denham and Richard Chen discuss an adviser question regarding unused carry forward concessional contribution amounts displaying on myGov and situations where amounts may not be displaying correctly. Hosted on Acast. See acast.com/privacy for more information.

Q52 - How To Structure The Legal Ownership Of An RIA?

I'm Brad Wales with Transition To RIA. This is episode #52 of the Transition To RIA question and answer series where I answer RIA related questions I get from advisors just like you. There are fun and exciting parts to transitioning your practice to the RIA model. To name a few: - How will you br…

Beyond Pills and Protocols: A Functional Medicine Doctor’s Path to... - Talk with Dr. Richard Chen

In this episode of the Prime Health Podcast, Dr. Derek Baron interviews Dr. Richard Chen, a veteran functional medicine physician and the founder of Focused Wellness. With thirty-two years of medical experience, Dr. Chen shares his profound shift from traditional, fast-paced family medicine to beco…

Why There Is Too Much Money and Not Enough Good Projects in Crypto

In this episode, Keira sits down with Richard Chen, founder and solo GP of Varrock VC, a $30 million crypto seed fund raised during the 2024 bear market and backed by institutional LPs. Richard co-founded the Stanford Blockchain Club in 2015, joined One Confirmation in its earliest days, and has sp…

Latest News - July 2026

Craig Day, William Truong, Richard Chen and Kim Guest discuss the latest technical news: Release of Treasury consultation paper on proposed tax changes to discretionary trusts ATO releases guidance on SMSF LRBA ban on residential property Changes to UK pension transfers Hosted on Acast. See acas…