Foreign Bank Accounts And Gifts To The Federal Government

The Biden Administration Corporate Tax Proposal

Today we talk about common problems people run into with Foreign Bank Accounts, Trusts or Foreign Pension Plans. Also how, if you so desire, can make a charitable gift to the U.S. Federal Government. For questions regarding these or other tax issues you may have please contact me at 510-797-8661

Peter Kellner

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…

Maynard Webb talks with Alan Olsen on the American Dreams Show.

Maynard Webb, Author of “Dear Founder: Letters of Advice for Anyone Who Leads, Manages, Or Wants to Start a Business”

Transcript: Alan Olsen: Can you tell us a little about your background? Maynard Webb: I majored in criminal justice in college and was going to go on to law school.  I got hired by IBM my senior year as a co-op student and a security guard, and then I was hired permanently by them and shipped from…

Charitable Donations May Avoid Capital Gains Tax

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…