Mind The [Tax] Gap

Over the next ten years, roughly $7 trillion in unpaid taxes will go uncollected. In that regard, the Inflation Reduction Act seems rather conservative in its estimate of being able to close that tax gap by $124 billion, right? One can only hope that $80 billion in new funding will help fix the IRS’ inefficiencies, but there’s still a real, and large, economic cost borne by taxpayers.

Family Wealth, TaxesAdam J. Packer, CFA®, CAIA®August 15, 2022SineCera CapitalEstate Planning, Taxes, Build Back Better, Government

The New Philanthropists

SineCera Capital’s Head of Family Office Services spends time immersed in the future of giving and generational wealth transfer at the InterGen Summit 2020 in Austin, Texas.

NextGen, Philanthropy, Social ImpactConnee B. SullivanMarch 22, 2020GoogleNextGen, Philanthropy, Estate Planning, Education

The Uncorrelated Mind