The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. I have quite a bit of stock in my company. Should this be used for charitable giving? If your publicly traded stock has been owned by you for more than 12 months and has appreciated a good deal, it [...]
I have quite a bit of stock in my company. Should this be used for charitable giving?
December 14, 2011 by
How can I know how much we should save and invest now to live well later in life?
December 6, 2011 by
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. Both my spouse and I enjoy living well, but I am concerned that we spend too much now and might not be able to maintain this lifestyle once we retire. How can I know how much we should [...]
I have quite a bit of stock in my company. Should this be used for charitable giving?
November 30, 2011 by
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. I have quite a bit of stock in my company. Should this be used for charitable giving? If your publicly traded stock has been owned by you for more than 12 months and has appreciated a good [...]
Should we give our part-timers a raise?
November 28, 2011 by
The ASK MIKE Column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE Column contains a mix of current as well as [...]
How is it a good thing, investments to a trust and income taxes?
November 25, 2011 by
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. My CPA told me that giving investments to a trust irrevocably removes them from my estate. She said I could still pay all the income taxes on those investments as though that is a good thing! Why would [...]
How can I meet customers?
November 22, 2011 by
The ASK MIKE Column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE Column contains a mix of current as well as [...]
Should I create a fantasy budget?
November 17, 2011 by
The ASK MIKE Column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE Column contains a mix of current as well as [...]
Is it possible to remove assets from my estate yet still have my spouse benefit from them?
November 16, 2011 by
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. Is it possible to remove assets from my estate yet still have my spouse benefit from them? Yes, it is possible; and in fact, commonly done. Using a grantor trust where your spouse is neither the grantor (you are) [...]
Is there a penalty for having a weak audit committee?
November 14, 2011 by
The ASK MIKE Column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE Column contains a mix of current as well as [...]
My attorney talked about a trust that I own for some tax purposes but not for others. Could you clarify?
November 11, 2011 by
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. My attorney talked about a trust that I own for some tax purposes but not for others. Could you clarify? Your attorney was probably talking about a grantor trust. In an estate plan, the trust is designed to be [...]
How can I eliminate a useless board?
November 7, 2011 by
The ASK MIKE Column provides access to questions & answers from finance and small business expert Michael Gonnerman. Mike has served as a trusted advisor to hundreds of technology CEO’s and investors as well as served on more than two dozen corporate boards. The ASK MIKE Column contains a mix of current as well as [...]
You have talked about the need for trusts but I have been less than impressed with Trust companies
November 1, 2011 by
The CapitalWize Q&A column addresses your wealth management questions courtesy of the Capital Formation Group, Inc. You have talked about the need for trusts but I have been less than impressed with Trust companies and don’t want them managing my money. Any suggestions? A number of states now have “directed trust” statutes. This means [...]
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