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.
Contact Us:
Deer Isle Group
info@deerislegroup.com
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Founded in 2007, Deer Isle is an innovative investment bank that equips capital market participants with the tools they need for transparent, seamless, and efficient capital markets transaction success.
Since our inception, we have facilitated over $5 billion in capital transactions through Deer Isle Capital, LLC—our FINRA-registered broker-dealer—for companies and funds across various security types, sectors, and geographies.
At the core of our approach are effective, unbundled capital solutions, offering expertise and guidance that can be customized to meet each client’s unique needs. Our services, available on an "as-needed" basis, include:
- Strategic Capital ConsultingTM ("Capital Markets Expertise / Tailored Outsourced CFO") unlocks institutional capital through strategic preparation for capital or M&A transactions. Our approach leverages Deer Isle's proprietary 4 Capital Pillars: Strategic Capital Positioning™, Strategic Capital Modeling, Due Diligence Preparation, and Capital Markets Landscaping.
- Beacon (“Proprietary Fintech Technology”) offers direct issuance and counterparty engagement capabilities, along with capital markets brand-building services, connecting capital market participants to a relevant network of 17,000+ institutional (fiduciary) capital providing organizations and 50,000+ capital markets professionals with approx. 99% deliverability. These tools, including data analytics and AI enhanced content, help ensure success in today’s capital markets and build a strong foundation for the future.
- Closing Advisory (including "shepherding") through Deer Isle Capital, provides guidance in structuring, negotiating, and successfully completing capital or M&A transactions.
