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Think you can write off 100% of your income with charitable donations? Not so fast. In this video, we break down the IRS rules for charitable tax deductions, including the real limits on cash donations, appreciated stock, donor-advised funds, and private foundations.

Learn how high-income earners, business owners, and charitably inclined families can maximize tax savings, avoid costly mistakes, and use strategies like donating appreciated stock to reduce both income taxes and capital gains taxes. We also cover the new charitable deduction changes starting in 2026 and walk through real tax software examples to show how the rules actually work.

Get more of your wealth questions answered here: https://birchwoodcapital.com

What is a GRAT (Grantor Retained Annuity Trust) and how do the wealthy use it to pass on millions tax-efficiently? In this video, we break down how GRATs work, who they're for, and why billionaires like Mark Zuckerberg and Jensen Huang use them for estate planning.

You'll learn the step-by-step mechanics, real-world examples, key benefits, risks, and strategies like "zeroing out" GRATs to potentially transfer massive wealth with little to no estate tax.

If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit: https://engagewithbirchwood.com

Wondering when and how to talk to your kids about money and wealth?

In this video, we break down the best age to start financial conversations, how to teach strong money values, and what wealthy families do differently to raise financially responsible kids.

Learn practical strategies to avoid entitlement, build financial literacy, and prepare the next generation for wealth the right way.

Get more of your wealth questions answered here: https://birchwoodcapital.com