Rethinking Taxes, Donating Stock to Charity, and how the SECURE Act changed the RMD

Rethinking Taxes, Donating Stock to Charity, and how the SECURE Act changed the RMD

Author: Josh Saunders and Mark Seither May 5, 2020 Duration: 52:14
Wow is this episode full!? Mr. Ed Cotney is a tax and business strategist with an impressive background. In his opinion, even those considered, by many, as tax savants are only truly using a fraction of the 80,000+ pages of the IRS tax code. He thinks we should look at some of those pages. Mr. Cotney walks us through the tax difference of donating stock to charity versus donating cash to charity -- this could make you rethink charitable planning all together! We also tap into how the SE...

The Wealth Preservation Podcast is a conversation about the long game in business and life, hosted by Josh Saunders and Mark Seither. It moves beyond simple success stories to explore the resilience and strategic thinking required for lasting achievement. The focus here is on preservation-of capital, legacy, and vision-through the lessons learned from setbacks and calculated risks. You'll hear from founders and seasoned advisors who have navigated complex challenges, dissecting the pivotal decisions and often-overlooked principles that build durable enterprises. This podcast delves into the practical aspects of management and growth while acknowledging that every career path contains missteps. The dialogue is geared toward entrepreneurs and operators who understand that building something meaningful requires more than just momentum; it demands foresight and adaptation. Tune in for candid reflections on what it truly takes to create and sustain wealth in its broadest sense, drawing on the hard-won insight of those who have done it.
Author: Language: en-us Episodes: 50

Wealth Preservation Podcast
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