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In this episode, Michael Delgass and Ben Kronish discuss buy-sell agreements, why closely held businesses need them, and what can go wrong when there’s no plan (or no funding) in place.
Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, or a combination thereof, giving is a way to promote values and leave a legacy for future generations. Charitable giving can also be a valuable part of the overall financial plan, and understanding some basic ways to give can add significant economic efficiency to benefit the donor and their family for the long-term. The 2017 Tax Cuts and Jobs Act (“TCJA”) and the 202
“Advisors have become less reactionary and tried to be more proactive in terms of how they're building and managing portfolios,” said Chris Maxey, chief market strategist at Wealthspire.
In this episode, host Sandy Wiggins chats with Chris Maxey, Chief Market Strategist at Wealthspire, for a focused conversation on how business owners should approach investment strategy and tax planning before, during, and after a liquidity event.
Brad Long, CIO of Wealthspire, joins BNN Bloomberg to discuss the economic outlook as the markets slide over Middle East conflict.
