Blog | Cailin Suvarna

5 min read

Is It Better to Donate Stock or Cash to Help My Favorite Cause?

Cailin Suvarna: Oct 16, 2025

Quick take on stock vs cash donations: If you have long-term appreciated stock, gifting shares often lets you deduct market value and avoid capital gains. Nonprofits that are ready to accept stock can sell without capital gains tax, so more of...

Financial Planning Estate Planning & Inheritance

Here are some considerations for business owners when it comes to wealth management

3 min read

Wealth Management Priorities for Business Owners

Cailin Suvarna: Dec 19, 2024

Wealth management for business owners involves reviewing whether your personal wealth is over‑concentrated in your business, using trust...

Financial Planning

Happy mature friends having dinner together. Tax-efficient investing is about growing investments in ways that are aligned with your broader financial goals—without losing more to taxes than you need to.

4 min read

Tax-Efficient Investments: Maximizing Long-Term Results

Cailin Suvarna: Feb 29, 2024

Designing a tax-efficient investment strategy might feel like a game of financial chess. There are a lot of moves potentially available to you....

Financial Planning