5 min read
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...
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3 min read
Cailin Suvarna: Dec 19, 2024
Business owners have unique considerations when it comes to wealth management. In addition to the impact of your business and professional finances...
4 min read
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....