Capital Gains vs Estate Tax Planning
From The Practical Planner by wealth.com
January 7, 2026 · 24 min
About this episode
Thomas Koppelman and Rachel Hartman discuss the complexities of capital gains tax and estate tax planning.
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning. They discuss the differences between the two, the importance of state-specific tax implications, and various strategies for managing high appreciating assets. The conversation highlights the significance of timing in tax decisions, the tools available for tax planning, and the benefits of gifting and charitable donations to maximize tax efficiency.
People in this episode
Host: Thomas Koppelman
Guest: Rachel Hartman
Topics covered
- capital gains tax
- estate tax planning
- tax strategies
- high appreciating assets
- tax efficiency
Keywords
- capital gains
- estate tax
- tax planning
- gifting
- charitable donations
- tax implications
- asset management
Mentioned in this episode
Organizations: wealth.com
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