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 of...
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3 min read
Cailin Suvarna: Dec 19, 2024
Wealth management for business owners involves reviewing whether your personal wealth is over‑concentrated in your business, using trust...
4 min read
Cailin Suvarna: Feb 29, 2024
Tax-efficient investing means making investment choices with taxes in mind—so you keep more of what you earn and stay aligned with your bigger...