Welcome to the Uncorrelated Minds podcast with Kevin Kaylakie of SineCera Capital. In this podcast, we talk with successful individuals who dared to swim against the tide, and in doing so, created extraordinary results. Join Kevin and his guests as they deconstruct the processes and events that allowed these individuals to create clarity, confidence, and purpose in their own lives and learn how it is attainable for you.
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Welcome to the Uncorrelated Minds podcast with Kevin Kaylakie of SineCera Capital. In this podcast, we talk with successful individuals who dared to swim against the tide, and in doing so, created extraordinary results. Join Kevin and his guests as they deconstruct the processes and events that allowed these individuals to create clarity, confidence, and purpose in their own lives and learn how it is attainable for you.
Seasonal Update at Tax Time With Kevin Kaylakie (Ep. 31)
Uncorrelated Minds
21 minutes 18 seconds
2 years ago
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. … Continue reading Seasonal Update at Tax Time With Kevin Kaylakie (Ep. 31) →
Uncorrelated Minds
Welcome to the Uncorrelated Minds podcast with Kevin Kaylakie of SineCera Capital. In this podcast, we talk with successful individuals who dared to swim against the tide, and in doing so, created extraordinary results. Join Kevin and his guests as they deconstruct the processes and events that allowed these individuals to create clarity, confidence, and purpose in their own lives and learn how it is attainable for you.
