Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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continue reading
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Tax Efficient Philanthropy Part 2 - Donor Advised Funds & Private Foundations with Mark Halpern
Manage episode 378210675 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
This episode provides a deep dive into donor advised funds, a lesser known philanthropic strategy. I'm happy to have Mark Halpern, CEO of WealthInsurance.com back on the pod.
Discussion points:
- what is a donor advised fund/DAF (5:23)
- what can flow into a DAF? (8:23)
- transferring appreciated corporate securities to a DAF (11:50)
- rules around tax deductions on (DAF) contributions (15:32)
- others contributing to your DAF (17:10)
- DAF contribution rules (18:39)
- setting up a DAF (22:30)
- investments inside a DAF (23:20)
- DAF investment management fees (25:10)
- Slecting charities, money flowing out from a DAF (27:43)
- any DAF cons? DAF vs Private Foundations (30:43)
- more on private foundations (33:45)
- charitable gift annuities (35:42)
Mark's Links:
website: https://wealthinsurance.com/
email: mark@wealthinsurance.com
LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
Samples from Mark's Monthly Tax Letter:
https://wealthinsurance.com/webdoc/TaxLetter-Seven-Defensive-Strategies.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Preserve-Your-Wealth.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Accidental-Philanthropy.pdf
List of all Tax Letter Publications:
https://docs.google.com/document/d/1hNhZ7CSeOr2NBNdwZXCs6nL5gsRZb1Eisht_D5JxfeY/edit
Yatin's Links:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/
Physician Financial Wellness Conference: https://www.physiciansficonference.com/
80 episoade
Distribuie
Manage episode 378210675 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
This episode provides a deep dive into donor advised funds, a lesser known philanthropic strategy. I'm happy to have Mark Halpern, CEO of WealthInsurance.com back on the pod.
Discussion points:
- what is a donor advised fund/DAF (5:23)
- what can flow into a DAF? (8:23)
- transferring appreciated corporate securities to a DAF (11:50)
- rules around tax deductions on (DAF) contributions (15:32)
- others contributing to your DAF (17:10)
- DAF contribution rules (18:39)
- setting up a DAF (22:30)
- investments inside a DAF (23:20)
- DAF investment management fees (25:10)
- Slecting charities, money flowing out from a DAF (27:43)
- any DAF cons? DAF vs Private Foundations (30:43)
- more on private foundations (33:45)
- charitable gift annuities (35:42)
Mark's Links:
website: https://wealthinsurance.com/
email: mark@wealthinsurance.com
LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
Samples from Mark's Monthly Tax Letter:
https://wealthinsurance.com/webdoc/TaxLetter-Seven-Defensive-Strategies.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Preserve-Your-Wealth.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Accidental-Philanthropy.pdf
List of all Tax Letter Publications:
https://docs.google.com/document/d/1hNhZ7CSeOr2NBNdwZXCs6nL5gsRZb1Eisht_D5JxfeY/edit
Yatin's Links:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/
Physician Financial Wellness Conference: https://www.physiciansficonference.com/
80 episoade
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Similar cu beyond MD with Dr. Yatin Chadha
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Get in-depth motivation, personal growth advice, and powerful life coaching from Brendon Burchard, the world's #1 high-performance coach. Brendon is the founder of GrowthDay and one of the most watched, followed, and quoted personal development trainers in history. A #1 New York Times bestselling author, his books include The Motivation Manifesto, High Performance Habits, The Charge, The Millionaire Messenger, and Life's Golden Ticket. Famed for his in-depth research and innovative curriculu ...
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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