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…
Connect With SineCera Capital:
- Email: Adam Packer
- Contact SineCera Capital
- (512) 980-4600
- SineCera Capital
- LinkedIn: Kevin Kaylakie
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