Goodwill Hunting & Charitable StrategiesAFO|Wealth Management Forward
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Goodwill Hunting & Charitable Strategies
In this episode, Rory speaks with Randy Fox of Two Hawks Consulting about wealth and charitable planning strategies. Randy talks about exit planning strategies, personal goodwill, and how to carve out the value attributed to an owner’s name, reputation, and key relationships. Discover why CPAs are uniquely positioned to help families and business owners with their estate planning needs. Randy breakdowns the 3 possible beneficiaries of a person’s assets: the family, the government, or charity. Why do so many business owners prioritize tax savings during their wealth accumulation phase but fail to plan for taxes during the exit phase? Do you want to know what Robin Williams, Aretha Franklin, and Prince have in common? Find out the answer to these questions and more on this Goodwill Hunting episode with wealth and charitable advisor Randy Fox.