Effective tax planning can be challenging, but it isn’t impossible. Even in a down economy, there is still significant planning which can be undertaken to help achieve financial and philanthropic goals. Learn more and download your copy of PwC’s 2023 guide to tax and wealth planning.
The guide covers a myriad of tax issues and policies, including but not limited to:
- Effective tax considerations for short- and long-term capital gains and potential ways to offset capital gains such as harvesting unrealized capital losses.
- Establishing trusts as a valuable tool to assist with wealth transfer (e.g., GRATs, DAPTs, IDGTs, dynasty trusts, etc.)
- Various tax and non-tax implications for charitable giving as part of your overall wealth management strategy (e.g., public charities, community foundations, donor-advised funds, private foundations, etc.)
- Considerations for setting up and maintaining a family office, as well as business continuity and succession planning (e.g. understanding your family culture and values plus the “The Why,” “The Who,” and “The What”)
Individuals and businesses should work closely with their financial and tax advisors to proactively monitor, assess, and address legislative and regulatory developments that may impact their philanthropic and financial decisions.
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Deer Isle Group
info@deerislegroup.com
Capital Transaction Success — Expert-Led, AI & Data Enhanced, Results-Driven
Deer Isle Group is transforming capital transactions by combining cutting-edge fintech with deep investment banking expertise. Since 2007, we've closed over $5 billion in transactions for our clients through our FINRA-registered broker-dealer, Deer Isle Capital, LLC.
Unlike traditional investment banks, we offer unbundled, on-demand capital solutions, giving clients the flexibility to leverage our expertise exactly when and how they need it.
AI-Enhanced Capital Solutions:
- Strategic Capital Consulting™: AI-powered strategy and expert guidance to optimize preparation for capital and M&A transactions from outsourced CFO to bespoke services.
- Beacon: Smart capital engagement using AI, data analytics, and targeted connections to a relevant subset from 17,000+ institutional capital providers (50,000+ decision makers).
- Closing Advisory: Expert structuring, negotiation, and execution for seamless transaction closing through Deer Isle Capital, a traditional investment bank which includes M&A as well as capital placement services.
Why Deer Isle?
- Precision Over Guesswork – AI-driven, data-backed capital engagement for better outcomes.
- Unbundled Flexibility – Pay only for the services you need — no rigid retainers, no wasted time.
- Technology + Expertise – AI insights plus hands-on execution for smarter, faster closed transactions.
Whether you're raising capital or seeking high-quality investment opportunities, Deer Isle delivers the next generation of capital solutions.
