Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr
Planning using charitable remainder trusts is a very effective way to reduce taxes, protect assets from creditors, create an income stream for yourself, while leaving money to your favorite charitable organization at your death.
Powered by ReiffMartin CPA and Stone Hill Wealth Management
Understanding the Real Economy
WBMS Docuseries: Healthy Mind, Body, and Spirit (Episode 1)
New Retirement Opportunities and Tax Benefits Under the Secure Act 2.0
Improving the Value of Your Balance Sheet
Preserving Purchasing Power in Changing Economy
Understanding Beneficial Ownership Reporting
The Importance of Exit Strategies
Buying and Selling Businesses
The Benefits of Regularly Reviewing Your Financial and Estate Plan
Lessons on Business Planning and Exit Strategies
Understanding the Factors that Affect the Value of Your Business
Maximizing Tax Savings with Depreciation and Credits for Businesses
A Guide to Due Diligence and Risk Assessment
Understanding the Abundance of Wealth
Tips for Checking Your Paycheck in 2024
The Path to Wealth Building and Market Success
Mark Cuban’s Sale of the Dallas Mavericks and Investment Insights
A Strategy for Catching Big Investment Trends
Bread Fables: Money as a Measure of Success
Planning for Business Exit: Start Early and Build Value
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