Have you ever wondered about the most effective ways to share your wealth with loved ones or give back to causes you care about—all while minimizing tax implications? Whether you're considering helping your children buy their first home, making a meaningful charitable donation, or strategically planning your estate, gifting can help you give back while reducing your tax liability.

In this episode of Capital Conversations, host Ryan Potts and Correct Capital’s founder and CEO, Brian Pultman, discuss tax-efficient gifting strategies and how to make the most of your generosity while securing your financial future.

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Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.