In this episode, Kevin Kaylakie speaks with Connee Sullivan, Head of Family Office Service for SineCera Capital. 

Kevin and Connee discuss: 

• Tax Preparedness: contributions to 401(k)s, HSAs, 529s, Charitable contributions to DAFs, and considering estate and gift tax planning. 
  
• Tax loss harvesting. 
  
• Planning checklist and the gathering of important documents  
  
• Strategies for liquidity management. 
  
• And more… 
  

Connect With SineCera Capital: 

• Email: Kevin Kaylakie 
  
• Email: Connee Sullivan 
  

• Email: Adam Packer 
  
• Contact SineCera Capital 
  
• (512) 980-4600 
  
• SineCera Capital 
  
• LinkedIn: Kevin Kaylakie 
  

• LinkedIn: Connee Sullivan 
  
• LinkedIn: Adam Packer