Tax Strategies – Dollars and Sense

How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)

By Dollars-and-Sense | September 13, 2023

Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning?

In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they offer, and the benefits of using them for charitable giving. They also touch on tax strategies, such as using appreciated securities and “bunching” charitable gifts. The speakers emphasize the importance of working with a CPA and starting the process early.

Sean discusses:

Sean’s background in financial planning and expertise in helping clients achieve their financial goals
Some exciting news for Sean and her family this year
The benefits of using DAFs, such as tax deductions and the strategy of “bunching” charitable gifts
And more

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Connect with Sean Julian:

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Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. #10)

By Dollars-and-Sense | December 28, 2022

After a year of market ups and downs, investors are looking for an opportunity to pull ahead in the new year. How can they start off 2023 on the right foot?

Welcome back to another episode of Dollar$ and $ense! In this episode, Nicole Romito speaks with Bob Westrick, Partner at Private Vista, on how market volatility has impacted investors in 2022 and where they should focus their attention into the New Year. Bob shares key takeaways from this past year and how those experiences will change investment strategies moving forward.

Bob discusses:

The difference in opportune environments between stocks and bonds and why neither has been safe in the 2022 market
How tax loss harvesting can create returns from capital loss in investments
What is the current view of 2023 and possibly 2024 of advisors and economists
What can be controlled during market volatility and where advisors should focus their attention
And more

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Connect with Bob Westrick:

About our Guest:

In 1983, Bob Westrick left a “Big Eight” public accounting firm to work for one of his audit clients. Eight years later, his entrepreneurial itch was scratched as he started a partnership in the financial services industry. Two years later, Bob co-founded WNA Wealth Advisors, one of the precursor firms to Private Vista. He is a frequent speaker and he is often interviewed on subjects ranging from economic conditions to wealth management. His experience as an accountant, business owner and financial advisor gives Bob a unique perspective to offer his clients.

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