Episode 23: 2021 Capital Markets Forecast Who Will Be Left Standing: The Outlook for Travel and Tourism

Tony Roth |
Capital Considerations with Tony Roth

The pandemic has forever changed the face of business and industry in America. Listen to our special podcast series to hear how three hard-hit areas are evolving as a result.Can the multi-trillion-dollar travel market shift tactics to protect against further devastating losses? Tony talks with Axel Hefer, CEO of Trivago, on the future of the travel and tourism industry. Axel Hefer, CEO of TrivagoPlease listen to important disclosures at the end of the podcast.

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Managing the Tax Basis of the Assets in Your Trust Can Reduce Income Taxes

Thomas Kelley, CPA, CFP®, AEP® |
Emerald GEMs

November 3, 2020, GEM 25 — A common mistake some people make is once they create a trust, they forget about it. They don’t see that ongoing evaluation of the trust and its tax basis can potentially yield income tax benefits down the road. Director of Income Tax Planning Tom Kelley discusses how you can potentially reduce your income tax liability by proactively managing the assets in your family’s trusts.

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Tax and Estate Planning: Year-End Strategies

Lisa Ligas |
Emerald GEMs

October 20, 2020, GEM 24 — This year end is a little different than usual. Not only has 2020 been a year of uncertainty due to the global pandemic, which continues to linger, but we are now facing a presidential election as well. Depending on the outcome, you may need to make a few modifications to your estate and tax planning strategies. Director of Wealth Strategies Lisa Ligas provides some key strategies to help you optimize your plan for today and for the year ahead.

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