In this episode, Jason Gabrieli, CFP, is joined by Andrew Barnhardt, CFP, to explore how charitable contributions can be optimized for tax efficiency. They discuss practical strategies such as donor-advised funds, gifting appreciated stock, and estate planning techniques to ensure your generosity also leads to tax benefits. Whether you're navigating a high-income year or planning your legacy, this episode offers valuable insights to help you give wisely.   Tune into this episode to also learn: How donor-advised funds can provide flexibility and immediate tax deductions. The benefits of gifting appreciated stock to eliminate capital gains taxes. When charitable remainder trusts…

In this episode, Catherine Allen-Carlozo and Tyler Reedman dive into an unconventional yet valuable topic: what happens to your travel rewards—points, miles, and loyalty perks—when you pass away? Prompted by a real client experience, the discussion unpacks how various credit card, airline, and hotel programs treat reward balances after death, and what estate planning strategies can help preserve them for loved ones. Tune in for an eye-opening conversation that blends financial planning with travel hacking insights.lth without fear.   Tune into this episode to also learn: Why you don’t technically own your points or miles. How to plan ahead to…

In the latest episode of The Entrepreneur's Journey, host Michael Pallozzi sits down with his nephew, James Paoletti, to discuss the inspiring journey of building Spectrum Sports—a sports and fitness program designed specifically for individuals with special needs. This conversation dives deep into the challenges and triumphs of entrepreneurship, offering valuable insights for anyone looking to start, grow, or pivot their business. The Genesis of Spectrum Sports James Paoletti’s story is one of passion meeting opportunity. Before starting Spectrum Sports, James was a special needs teacher at Williamstown High School, where he spent nine years working closely with students on…

In this episode, Jason Gabrieli and guest Brian Masessa, CPA from Premier Accounting Services, delve into the financial complexities that arise when a loved one passes away. They discuss the essential steps executors must take, the intricacies of probate, and the importance of proper documentation. Brian explains the different types of taxes involved, including income and estate taxes, and offers advice on how to manage and mitigate these liabilities. This episode is a must-listen for anyone looking to understand how to handle financial responsibilities after a death. Tune into this episode to also learn: The critical steps in the probate…