Tax Planning – The Truth About Wealth

Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)

By thetruthaboutwealth | October 18, 2023

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What if your financial advisor cared about the next three generations of your family?

In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach that Copper Beech takes towards financial planning.

John, Michael, and Chris discuss:

The Copper Beech Approach: A holistic focus on all aspects of financial planning
What you should know about Copper Beech Next Gen and the company’s approach to extending its services to a broader demographic
How Copper Beech aims for long-term relationships to adjust and optimize their client’s financial strategies as their life evolves
How thoroughness and attention to detail sets the firm apart from other financial advisors
Ways the company plans to expand its holistic planning approach to families of all shapes and sizes, recognizing the universal need for such services
And more!

Connect with Chris Ruffino:

Connect with John and Michael Parise:

About Our Guest:

Chris Ruffino brings over two decades of financial expertise and a personalized, holistic approach to financial planning. Chris values family, long-term client relationships, and educating clients for generational impact. Starting at Merrill Lynch in 2003, Chris honed his client-centric approach at Lockwood Advisors and Legg Mason, emphasizing aligned interests and disciplined investing. His insights promise valuable takeaways for anyone looking to improve their financial future.

Esoteric Tax Planning Strategies For American Businesses with Matthew Kirk (Ep. 95)

By thetruthaboutwealth | November 23, 2022

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Every business owner wants to save on taxes, and there’s a variety of tax planning strategies available in the US.

In this episode, John and Michael Parise speak with Matthew Kirk from Holland & Knight about an esoteric tax planning strategy that not many American businesses know about. Matthew gives an overview of the tax benefits in Puerto Rico and the Virgin Islands, explains the rationale behind them, and unpacks some of the finer details, cautioning businesses to speak with a proactive financial professional about using this strategy.

Matthew discusses:

An overview of the tax benefits in Puerto Rico and the US Virgin Islands and the differences between the two
The rationale for the tax benefits in both US territories
The importance of discussing the small details and any questions about these jurisdictions with proactive financial professionals
And more!

Connect with Matthew Kirk:

Connect with John and Michael:

About Our Guest:

Matthew Kirk is a private wealth services attorney in the Holland & Knight’s Atlanta office. Matthew focuses his practice on designing and implementing sophisticated wealth planning and transfer strategies for high-net-worth individuals that often combine objectives of tax minimization, wealth preservation, succession planning, and business planning.