Episode
Capital Gains vs Estate Tax Planning
- Podcast
- The Practical Planner
- Published
- Jan 7, 2026
- Duration seconds
- 1449
- Processing state
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Summary
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning. They discuss the differences between the two, the importance of state-specific tax implications, and various strategies for managing high appreciating assets. The conversation highlights the significance of timing in tax decisions, the tools available for tax planning, and the benefits of gifting and charitable donations to maximize tax efficiency.