Estate Planning

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  Charitable Giving With Brandon Davis | Charting Opportunities

  Tags: Appreciated Assets, Brandon Davis, Business Owners, Business Sale, C-Corporation, Capital Gains Tax, Charitable Giving, Charting Opportunities, Complex Assets, DAF, Donor Advised Fund, exit planning, Financial Planning, Gifting Business Interest, Grant Making, National Christian Foundation, NC financial planner, NCF, Non-Cash Assets, Philanthropy, portus wealth, Portus Wealth Advisors, Privately Held Business, Tax Deduction, Tax planning, Valuation, wealth management
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  Estate Planning For Business Owners | Charting Opportunities

  Tags: Appraisal, Asset management, Asset protection, Beneficiaries, Business appraisal, Business owner estate planning, Business structure, Business succession, Business transfer, Business Valuation, Buy-sell agreements, Charitable trusts, Charlotte, Charlotte financial planner, Charting Opportunities, Donor advised funds, Erin Patterson, Estate administration, estate planning, Estate planning attorney, Estate tax, Exit Strategy, Family business, financial advisors, Financial Planning, Financial power of attorney, Gifting, Healthcare power of attorney, Holding companies, Investment management, Irrevocable Trust, John Sanders, Key stakeholders, legacy planning, Legal documents, Lifetime exemption, NC, NC financial planner, Non-voting shares, Operating agreements, portus wealth, Portus Wealth Advisors, Powers of attorney, Probate, Reviewing estate plans, Revocable Living Trust, Shareholder agreements, Spousal Lifetime Access Trust (SLAT), Succession Planning, Tax Cuts and Jobs Act 2017, Tax law, Tax planning, Trust funding, Trusts, Updating estate plans, Wills
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  Does Hiring A Fractional CFO Make Sense For Your Business?

  Tags: Accounting, Benefits of a Fractional CFO, Business Finance, Business Growth, Business Networking, Business Owners, Business Sale, Business Strategy, Business Success, Business Valuation, Cash Flow, CFO Services, Clean Financials, Do I Need a CFO?, EBITDA, Entrepreneurship, Financial Clarity, Financial Complexity, Financial Forecasting, Financial GPS, Financial Insights, Financial Management, Financial Planning, Financial Reporting, Fractional CFO, Fractional CFO Cost, Greg Brown (Cardinal Finance), Guest Speaker, HVAC Industry, Improving Profitability, Local Event, Managing Finances, Numbers Guy, Podcast, Practical Advice, Real World Examples, Scaling Business, Small Business Finance, Succession Planning, Tax Efficiency, Triple C's Barrel Room, When to Hire a Fractional CFO
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  Business Owner Charitable Giving Strategies

  Tags: Business Asset Donations, Business Owner Charitable Giving, Business Owners, Business Philanthropy, business succession planning, Capital Gains Tax, Charitable Contributions, Charitable Giving Strategies, Closely Held Business, Community Impact, Donating Appreciated Assets, Family Business Giving, Financial Planning, Legacy Building, Marketable Securities, National Christian Foundation, NCF, Non-Cash Asset Donations, Philanthropy, Selling a Business Charitable Giving, Small Business Giving, Stock Donations, Strategic Giving, Tax Benefits, Tax Efficient Donations, wealth management
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  Estate Planning – Structuring Around Business Transitions

  Tags: asset protection strategies, business owner retirement planning, business succession planning, estate planning, estate planning basics, estate planning for entrepreneurs, financial advisor insights, financial planning for business owners, Insurance, intergenerational wealth transfer, legacy planning, long-term financial goals, personal finance strategies, retirement strategies, succession planning tips, wealth management