PLAY PODCASTS
Capital Gains vs Estate Tax Planning

Capital Gains vs Estate Tax Planning

The Practical Planner · wealth.com

January 7, 202624m 9sExplicit

Audio is streamed directly from the publisher (api.riverside.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

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.