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Content provided by Joel Garris and Joel Garris of Nelson Financial Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Garris and Joel Garris of Nelson Financial Planning 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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Holiday Financial Gifting Tips & Investor Performance in a Post Covid World

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Manage episode 455812840 series 2315381
Content provided by Joel Garris and Joel Garris of Nelson Financial Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Garris and Joel Garris of Nelson Financial Planning 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.
On this week’s program, Joel provides updates on the suspension on the Beneficial Ownership Report obligation that was due to be required at year end for small businesses.
In addition, he shares the latest studies on investor performance in a post covid world on the 5th anniversary on Covid 19. J
oel covers some of the common financial mistakes that grandparents might make with their grandchildren. And what tax implications might be involved with gifting cash?
  continue reading

312 episoade

Artwork
iconDistribuie
 
Manage episode 455812840 series 2315381
Content provided by Joel Garris and Joel Garris of Nelson Financial Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Garris and Joel Garris of Nelson Financial Planning 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.
On this week’s program, Joel provides updates on the suspension on the Beneficial Ownership Report obligation that was due to be required at year end for small businesses.
In addition, he shares the latest studies on investor performance in a post covid world on the 5th anniversary on Covid 19. J
oel covers some of the common financial mistakes that grandparents might make with their grandchildren. And what tax implications might be involved with gifting cash?
  continue reading

312 episoade

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