News and Updates
Qualified Opportunity Zones, IDGTs, and Modern Estate Management
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we start with a listener question about what to do after realizing a significant capital gain and how […]
Working Asset Tax Rules, Equipment Depreciation, and Employee Benefits Planning
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. In today’s episode, we’re answering three listener questions that all came from the same business owner, a regular listener […]
AI IPO Scenarios, IRA and Roth Timing, and Digital Legacy Preservation
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at what employees should be thinking about as AI companies race toward potential IPOs. With valuations […]
Buying a €450K Home Abroad, Planning Around Carried Interest, and Building a Wine Collection That Lasts
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at the financial and family considerations behind buying a childhood home abroad. It is a mix […]
Exchange Funds, IRMAA Surprises, and the Modern Watch Market
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we discuss how exchange funds can help reduce concentration risk for investors holding large amounts of appreciated […]
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