Capital Gains vs Estate Tax Planning
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.
More episodes of The Practical Planner
- Everything You Need to Know About Irrevocable Trusts
- The Top Reasons to Update Your Estate Plan
- Navigating Louisiana's Estate Planning Landscape
- Creating Liquidity at Death
- Trust Distributions
- Corporate Trustees with Special Guest, Christopher Holtby
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