Healthy Wealthy & Wise Accountants

On this episode, Heidi talks to Nick Burgess about financed life Insurance and charitable planning for high net worth clients. Nick also talks about how slowing down has led him to better serve his clients.

Show Notes

This podcast is brought to you by Engineered Tax Services. To learn more go to

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Creators & Guests

Heidi Henderson
I am a Tax Consultant and Real Estate Investor, and podcast host of Healthy, Wealthy & Wise. I advise clients on the application of Tax Efficiencies relating to their investments both directly and indirectly. My education is in Accounting but my entrepreneurial spirit has led me through many business ventures. But I love finding money for people who didn't know it was there! Cost Segregation, 179D deduction, 45L credits, R&D tax credits, Historical Tax Credits, Conservation Easements, Opportunity Zones, Alternative Investments, and Captive Insurance are a few tools we can help you with. As the Executive Vice President and Board Member of Engineered Tax Services I help plan for growth and operational improvements internally, while working externally with investment minded individuals to optimize their investment. I also teach over 30+ Continuing Education courses annually to CPA's, Design Build Professionals and Real Estate Professionals across the U.S. If synergies are apparent, please send me a connection request and let's see how we can work together.
Nick Burgess
Nick is a Principal at The Burgess Group and our company focuses on creating unique solutions for high net worth individuals. The wealth transfer strategies and impact investing made possible by The Burgess Group is second to none. Along with leading the field in solutions for the ultra high net worth, The Burgess Group has access to a network of professionals with experience in retirement analysis, estate strategies, employee benefit and retention services, business continuation strategies and trust services. He brings a wealth of knowledge to my position as he has had traveled extensively, attending school in Florence before finishing up his marketing and communications degree at the University of Utah. Nick provides total financial needs analysis through a network of experienced professionals with expertise in • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services Nick is health licensed to sell insurance in: Utah, Texas, Idaho.

What is Healthy Wealthy & Wise Accountants?

A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.