Comparing Gift, Estate, and Capital Gains Taxes
- Gian Austria
- Oct 23, 2024
- 2 min read
This month, my newsletter explores the following topics:
As the election nears in this evenly divided nation, the outcome remains unknown—as does its impact on the finances of its people. The year’s end follows closely behind. Don’t hesitate to contact me if you would like to use this waiting period to start an end-of-year conversation.
Unrealized Gains Tax: One Important Thing To Know Now
President Biden’s FY25 budget proposal includes a significant shift in taxing unrealized gains, focusing on the ultra-wealthy. Here’s what this could mean for the future of wealth accumulation and tax fairness.
Gift And Estate Tax Vs Capital Gains Tax: Which Is Less?
Capital gains tax rates might be lower than the gift and estate tax rates, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.
7 Ways To Scale A Startup Into A Billion-Dollar Business
Scaling a startup to a billion-dollar valuation is the dream of many entrepreneurs. Here are seven key insights to guide your journey to becoming the next unicorn.
Harris’ Rise In Polls Sparks Wave Of Wealth Transfers To Kids
The tightening presidential race has put the generous estate tax exemption at risk. According to advisors and tax attorneys, this has caused a wave of tax planning by ultra-wealthy investors.
Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Silver Lining Insurance Agency, Inc. is not an affiliate or subsidiary of Guardian.
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6980263.2 Exp. 10/26
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