Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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The Season of Gifting
MP3•Beranda episode
Manage episode 451927661 series 2280163
Konten disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Westwood One Podcasts and Cumulus Providence atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
During this holiday season, if you are planning on giving monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also on MoneyTalk, managing competing goals, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
…
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See omnystudio.com/listener for privacy information.
65 episode
MP3•Beranda episode
Manage episode 451927661 series 2280163
Konten disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Westwood One Podcasts and Cumulus Providence atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
During this holiday season, if you are planning on giving monetary gifts to your loved ones, it is important that you do so as part of an overall gifting strategy. Donna and Nathan discussed annual and lifetime gift tax limits, and how to properly record your activity with the IRS. Also on MoneyTalk, managing competing goals, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
…
continue reading
See omnystudio.com/listener for privacy information.
65 episode
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