A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan

Matthew T. Lee |
Emerald GEMs

Nov. 30, 2021—Gifting assets can help those in need while also providing the donor with potential tax benefits. In fact, a well-planned gifting strategy can reduce certain estate taxes, leaving your beneficiaries with a potentially larger inheritance upon your death. In today’s podcast, Director of Wealth Strategies Matthew Lee explores gifting and the critical role it can play in a successful wealth plan.

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How to Make Your Charitable Giving More Tax Efficient

Emerald GEMs

May 4, 2021—The ongoing pandemic has made philanthropy more important than ever. The good news is some of the charitable giving tax benefits, originally enacted through the CARES Act at the start of the pandemic, have been extended through 2021. In today’s podcast we discuss how to take advantage of tax changes related to charitable giving this year, while also addressing how future tax increases may work to a donor’s advantage.

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Episode 30: The Rise (and Fall?) of Emerging Tech Contenders

Tony Roth |
Capital Considerations with Tony Roth

April 14—With soaring valuations and prospects for expansion, early-stage growth firms are practically giddy with excitement and visions of stardom. Big-player sectors like technology and health care have greatly benefited from macro trends and enjoy elite status as increasingly important pieces of the future economy.Still, private equity investors are forced to face the hard truth: not every behemoth wannabe makes it to the bigtime.

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