News and Updates
CRUT Strategies: Turning Appreciated Assets into Lifetime Income and Future Giving
Selling a highly appreciated asset — such as a rental property that’s doubled in value — can trigger a major capital gains tax bill. One strategy that can help manage […]
CRUT Strategies, Contingency Fee Windfalls, and Protecting Art Collections
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re taking a look at two different sides of wealth planning for a major event. First, how to […]
What the FIRE Movement Got Right — and Wrong — About Retirement
Full Article Link: Yahoo Finance “It pushes people to think carefully about what they value and to save with purpose. The discipline and awareness around spending are good habits no […]
Historic Property Renovations: Passion, Planning, and Tax Advantages
Buying a historic home can feel like owning a piece of history — but restoring it is often more of a passion project than a financial investment. The process can […]
How Valuation Discounts Reduce Taxable Gift Value — and When They’re Legitimate
When you gift assets to children, the value of the gift is what matters. Cash is simple. Fifteen thousand dollars is fifteen thousand dollars. Interests in a business or real […]
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