Top 10 Tips for Year-End Tax Planning
Does it feel like you just finished last year’s taxes? Well, believe it or not it’s almost time to do it again. Every year the tax laws and policies change, so each year you will have to be aware of these changes and additions. However, there are some things that never seem to change. With that in mind let’s review some of the top tax tips for year-end tax planning.
The Power of Investing With ESG | Peter Kellner
Interview Transcript of: The Power of Investing With ESG | Peter Kellner Alan Olsen: Can you tell us a little about your background? Peter Kellner: I got out of college in the early 90’s with a real passion for sustainability. I went to Budapest, Hungary on a scholarship. My family is actually from Budapest and…
Charitable Donations May Avoid Capital Gains Tax
Charitable Donations May Avoid Capital Gains Tax Charitable donations may avoid capital gains tax if structured properly. Many family offices choose to be engaged in philanthropy at some level. Unfortunately, selling stocks and other securities in order to make a charitable donation often results in the need to pay capital gains tax. One way to…
Service Through Public Health | Dr. Jacob Eapen
Transcript: Alan Olsen: Can you share a little about your background? Dr. Jacob Eapen: I was born and brought up in India in a southern part of Indian, a state called Kerala. Did my undergraduate, Doctorate and did my post graduation there and moved to Africa where I was a consultant pediatrician for a…