Figuring Out: Legacy Planning Without Regret | Podcast #41 1 Credit
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What’s your plan if you get that call tomorrow—the one that changes everything? In this episode of W.T.F. with Saul!, Chad Holmes, CPA and founder of Formula Wealth, joins the show for a candid and actionable conversation about inheritance, legacy, and planning beyond the tax code. With the largest generational wealth transfer in U.S. history unfolding, Chad challenges listeners to move past checklists and talk about what really matters—family dynamics, dignity, and long-term intent.
Chad, author of The Inheritance Playbook, blends personal experience with professional insight as he breaks down the critical mistakes families make when preparing (or failing to prepare) for estate transitions. From IRA timing traps to real estate titling errors and emotionally loaded gifting decisions, this episode delivers practical strategies that financial professionals and families can use right now to prevent chaos later.
Key Topics:
Whether you're a CPA, financial advisor, or someone managing family finances, this episode equips you with tools to navigate the inheritance conversation with clarity and confidence. Tune in to hear why legacy is about more than assets—and how the right conversations today can preserve family harmony tomorrow.
For more CE Tax Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02135) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Taxes for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02645-25-S) | 1 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com.
Chad runs a boutique financial planning firm out of Fairhope, AL, serving families nationwide as a flat fee financial advisor (no commissions or sales products), focusing on minimizing taxes and maximizing legacies from a multigenerational perspective. He is both a CPA and CFP® fiduciary. His latest accomplishment is becoming a bestselling author with his book, The Inheritance Playbook – Helping Your Parents Pass the Torch, Not the Tax. As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal, MarketWatch, and Yahoo Finance.
As Director – Partnerships, Content Strategy, and M&A Advisory, I lead strategic initiatives at the intersection of growth, education, tax, and transaction advisory within the accounting and professional services industry.
I collaborate with thought leaders, firms, and content creators to drive high-impact partnerships and deliver compliance-ready, insightful content for professionals. My focus on content strategy ensures subject matter experts are positioned to educate, influence, and scale their reach across the MY-CPE ONE platform and the broader continuing education ecosystem.
In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment.
Additionally, I support firms in delivering high-value tax advisory content, empowering professionals to stay ahead of regulatory changes, enhance client outcomes, and develop deeper technical capabilities through modern, practical education
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