# Capital Gains vs Estate Tax Planning Page: https://stenobird.com/podcast/the-practical-planner-6675551/capital-gains-vs-estate-tax-planning Text version: https://stenobird.com/podcast/the-practical-planner-6675551/capital-gains-vs-estate-tax-planning.md Podcast: [The Practical Planner](https://stenobird.com/podcast/the-practical-planner-6675551) Published: 2026-01-07T12:00:00+00:00 Episode link: https://api.riverside.com/hosting-analytics/media/e5cb57feab03237937fb083f9c57ccac11df622d53442ccfc24f38837e951803/eyJlcGlzb2RlSWQiOiI4Y2UyMjQ5NS0yN2NiLTRjODUtOTlkMC00NTU5YzU1NjMzZWYiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvOGNlMjI0OTUtMjdjYi00Yzg1LTk5ZDAtNDU1OWM1NTYzM2VmL1dFV0VDODQxNzI1MzUwNy5tcDMifQ==.mp3 Audio file: https://api.riverside.com/hosting-analytics/media/e5cb57feab03237937fb083f9c57ccac11df622d53442ccfc24f38837e951803/eyJlcGlzb2RlSWQiOiI4Y2UyMjQ5NS0yN2NiLTRjODUtOTlkMC00NTU5YzU1NjMzZWYiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvOGNlMjI0OTUtMjdjYi00Yzg1LTk5ZDAtNDU1OWM1NTYzM2VmL1dFV0VDODQxNzI1MzUwNy5tcDMifQ==.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/capital-gains-vs-estate-tax-planning Duration seconds: 1449 ## Resource 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/capital-gains-vs-estate-tax-planning/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-practical-planner-6675551/capital-gains-vs-estate-tax-planning.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.