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GUEST POST: PWC’s 2023 GUIDE TO TAX AND WEALTH PLANNING: For HNWI & Family Enterprises

by Dianna Raedle April 26, 2023

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

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Founded in 2007, Deer Isle is a differentiated investment bank that empowers Capital Participants with the right tools to ensure transparent, smooth, and efficient direct capital markets outreach. Since our founding, we have successfully transacted over $5 billion in capital, through Deer Isle Capital, LLC (our FINRA registered broker/dealer), for companies and funds in a wide variety of security types, sectors, and geographies.  

The foundation of our approach is innovative unbundled capital capabilities, expertise, and guidance that are customizable depending upon our client’s requirements.  

Our services, available on an “as needed” basis include:

Strategic Capital ConsultingTM (“Deer Isle Bootcamp”) to prepare for a capital or M&A transaction including Strategic Capital PositioningTM, Strategic Capital Modeling, Due Diligence Preparation and Capital Markets Landscaping.

Beacon (“Proprietary Technology”) offers “Direct Issuance/Contact” capabilities, as well as Capital Markets Brand Building, which helps ensure capital markets success today and in the future from a relevant universe of 10,000+ institutional (fiduciary) capital markets organizations/45,000+ institutional capital markets people. 

Closing Advisory/Guidance (including “Shepherding”) expertise, through Deer Isle Capital, for structuring, negotiating, and completing a successful capital/M&A transaction.