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Chelsey Frate: September 5, 2024 5:00 PM
In Part 1 of this series, we reviewed the key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) and examined their potential impact on American...
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Chelsey Frate: August 7, 2024 2:00 PM
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced numerous benefits to U.S. tax law but are set to expire at the end of 2025. Families might be...
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Chelsey Frate: July 10, 2024 2:00 PM
Tax loss harvesting is a powerful strategy that, while commonly associated with annual tax planning, can also play a crucial role in long-term estate...
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Chelsey Frate: June 5, 2024 2:00 PM
Estate and tax planning are crucial items to complete as part of a family's financial plan. It is a topic that crosses everyone's mind but gets...
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Russell Silberstein: March 13, 2024 5:00 PM
Regardless of the type of Private Equity investment, creating value is always the primary goal; at Carmel, we aim to achieve this in various ways:
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Russell Silberstein: February 14, 2024 9:00 AM
Private Equity (PE) exposure plays a crucial role in a diversified portfolio, offering numerous benefits to investors and companies alike. Besides...
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Russell Silberstein: January 10, 2024 1:00 PM
Some may argue that Private Equity investments have shown resilience during periods of high volatility; however, to maximize private equity's...
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Russell Silberstein: December 6, 2023 10:27 AM
Successful philanthropy involves more than just generous giving. It requires thoughtful planning and strategic decision-making, especially when it...
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Russell Silberstein: November 13, 2023 12:00 PM
As individuals, families, and businesses accumulate wealth, their financial lives inevitably become more complex. With this complexity, a...
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PR & News: November 8, 2023 9:03 AM
SAN DIEGO, November 8, 2023 (Newswire.com) - Carmel Capital Partners, a boutique private wealth management firm headquartered in San Diego, is...
