Tag Archives: charitable contributions


Seasonal Update at Tax Time With Kevin Kaylakie (Ep. 31)

In this episode, Kevin Kaylakie speaks with Connee Sullivan, Head of Family Office Service for SineCera Capital. 


Kevin and Connee discuss: 

  • Tax Preparedness: contributions to 401(k)s, HSAs, 529s, Charitable contributions to DAFs, and considering estate and gift tax planning. 
  • Tax loss harvesting. 
  • Planning checklist and the gathering of important documents  
  • Strategies for liquidity management. 
  • And more… 



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