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Search resuls for: "Chief Operating Officer Capshift"


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☆ The battle between tax pros and social media: Many apps offer unreliable tax advice, experts say
  + stars: | 2023-10-02 | by ( Kate Dore | Cfp | Winnie Sun | ) www.cnbc.com   time to read: +1 min
With consumers turning to social media for financial information, tax advisors are often battling misinformation spread by influencers on popular platforms like TikTok. Nearly 80% of millennials and Gen Zers have used social media for financial advice, according to a 2023 Forbes Advisor survey of more than 1,000 American adults. Some 32% of respondents cited TikTok as a preferred platform for financial information. "It's a wealth of horrible information," said Josh Youngblood, an enrolled agent and owner of The Youngblood Group, a Dallas-based tax firm. "We can almost always tell when there is some new TikTok trend because a lot of us start getting the same questions from our clients," he said.
Persons: influencers, Gen Zers, Josh Youngblood, Roth, —, Youngblood Organizations: Forbes, Youngblood, Finance, IRS Locations: millennials, Dallas
☆ Op-ed: Here are 3 year-end strategies for high-net-worth families to consider
  + stars: | 2022-11-07 | by ( Jonathan Shenkman | President Of Shenkman Wealth Management | Liz Sessler | ) www.cnbc.com   time to read: +3 min
A donor is eligible for an immediate tax deduction when contributing cash, securities, or other assets to a DAF. watch nowThis strategy addresses the fact that charitable contributions are only tax-deductible for those who itemize their deductions. Since the gifted assets are "frozen" at today's lower values, they use up less of the federal lifetime gift tax exemption. At current levels, a married couple with an estate above $24.12 million, or $10.98 million after 2025, may be hit with federal estate tax. That means an investor can gift each person $16,000 this year gift tax-free.
☆ Op-ed: High-net-worth investors can amplify their charitable impact with a 'recoverable grant'
  + stars: | 2022-11-04 | by ( Liz Sessler | Chief Operating Officer Capshift | ) www.cnbc.com   time to read: +2 min
For advisors counseling clients like these, there is a smart tool they can use to support non-profit innovation. It's called a recoverable grant. watch nowSince recoverable grants are allocated through charitable entities, there are no specific tax implications of the structure and format. They are well suited for making "catalytic," or seed capital grants that allow nonprofits to stretch beyond the direct services these organizations provide day-to-day. Recoverable grants support getting innovative, novel solutions to entrenched problems off the ground, scaling up successful programs, or helping solve acute and temporary funding gaps.
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