A customized, well- designed financial plan should be discussed at the inception of most investment advisory relationships. A financial plan encompasses all areas important to a significant estate including investment management, debt management, tax minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence. The primary purpose of a financial plan is [...]
Have you been through a financial event like a divorce, IPO, sale of a business, or inheritance? Chances are, these emotionally-charged circumstances have left you feeling like you need a roadmap for your financial future, or the help of a financial advisor or advisory firm. When most investors think about how their money is managed, [...]
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Cybersecurity has never been more important for individuals, families, businesses, organizations and governments. As information technology (IT) grows, threats to networks and the costs to defend these networks have increased. Cyber threats range from the work of spiteful single hackers to coordinated security and economic espionage from foreign nations. PricewaterhouseCoopers estimated that $60 billion was [...]
We are in the heart of tax season, and most likely you are meeting with or have met with your tax professional. For many, meetings to prepare a tax return are like trips to the dentist— you want to get in and out as quickly and painlessly as possible. Thus, here are some items from [...]
A customized, well- designed financial plan is discussed at the inception of most relationships at Callan Capital. A financial plan encompasses all areas important to a significant estate including investment management, debt management, tax minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence. The primary role of the financial plan is [...]
Callan Capital is pleased to announce that Trevor M. Callan CIMA®, CPWA® was featured in the San Diego Daily Transcript's Trusted Advisor column for his article entitled 10b5-1 Planning for Corporate Executives. Click here to read the story.
Click here to read estate tax tips from Financial Planning magazine.
Along with running a successful company and answering to shareholders, corporate executives of public companies have something else to worry about – their significant equity positions in their own companies. Used properly, a 10b5-1 plan is a tool that can help executives strategically plan and execute concentrated equity position sales. Rule 10b5-1 was established by [...]
Holidays and tax deadlines can make charitable giving unplanned and difficult to organize. However, with a proper planning strategy, it’s easy to reach giving goals, reap tax benefits, make a positive contribution to society and reward yourself in the process. Charitable Gifting is a good way to get a tax deduction, and can be a [...]