Host: Doug Campbell
A review of Green and Clean Tech Trends, Technologies and Companies – Art Baron
Category: Money Matters (Page 2 of 3)
Host: Doug Campbell
An update on Trust and Estates – John Schachtenhaufen
Karen Goersch, Financial Advisor will present. Introduced by John Schlachtenhaufen
- The Secure Act, passed in December 2019, has largely eliminated the ability for our beneficiaries to “stretch” our IRA over their lifetimes.
- Strategies and ideas to reduce your or your beneficiaries’ tax burden including:
- Qualified charitable distributions
- CHET 529 contributions
- Donor advised fund
- Roth conversion
- Will also discuss why these strategies can be helpful, including things like,
- Do you know your incremental tax bracket and what the next lower or higher bracket is?
- How reducing your Adjusted Gross Income can save you money on your Medicare Premiums and the “cliffs”
- Are you charitably inclined and might there be ways to “do good” and save on taxes? If giving to charity, do I give now or later?
- If I have more than I need, where does it go and how to ensure it goes where I want and most tax-efficiently
Video recording of Karen’s presentation: https://youtu.be/UVxZPh4mJGw
Qualified Charitable Distributions – FAQs and Checklist
USCGT Key Differences between DAF vs Private Foundations 07 2020
Chip’s introductory notes: Hydrogen – the _Green Fuel__ (v2)
Article from Geoffrey Rezek: https://www.bbc.com/future/article/20201127-how-hydrogen-fuel-could-decarbonise-shipping
https://theconversation.com/hydrogen-where-is-low-carbon-fuel-most-useful-for-decarbonisation-147696
https://theconversation.com/hydrogen-isnt-the-key-to-britains-green-recovery-heres-why-143059
https://en.wikipedia.org/wiki/Polymer_electrolyte_membrane_electrolysis
December 15 Wes Bemus Executive Director Stamford Next The New Data Science Initiative
Cheryl Williams (Compass) Chair of the Darien Chamber and David Wagner (Sipsters) Vice Chair will speak on Tuesday next at 10. should be lively, informative and a good update on Darien businesses.
Oct 20, 2020 @10:00
Your host: Doug Campbell
Steve Semaya CTSBDC Business Advisor and Patty Meagher CTSBDC Technology Business Advisor will share stories of businesses they have worked with in Southwestern CT. Patty is also a Venture Portfolio Advisor and Darien resident.
Helping Connecticut’s businesses start, grow, and thrive.
Your host: Doug Campbell
Felicia Rubinstein, Founder & Chief Collaborator at HAYVN Coworking in Darien.
HAYVN is a flexible, women-centered community workspace that provides women (and men) with a place where they can work, connect and grow their business. We have beautiful shared workspace as well as 1-5 person offices, meeting rooms, a gym and many other amenities. We also have lots of community programming and events that are for the wider community as well as our membership, such as our twice weekly HAYVN Halftime workshops, our HAYVN Hatch Shark Tank style event for local entrepreneurs and many more.
See: HAYVN.com
Please check out their events calendar: https://hayvn.com/upcoming-events/
FYI: During the recent power outage in Fairfield County, HAYVN Coworking maintained power and strong Wifi and we were able to host many non-members in desperate need to continue their work from a connected location, we have also designed a “Back to School Special” to support local college students unable to return to campus.
The story of Future 5 which connects motivated, low-income, high school students in Stamford to their full potential leading to independence and productive citizenship.
Residential and Commercial Real Estate Now and in the Future (in SW CT)
Gunnar Edelstein ( Berkshire Hathaway – Residential – active DMA member)
and John Hannigan (Commercial -Co-Founder Choyce Peterson)
Hugh Seaton recently sold his VR company, and he is focused on practically apply advanced technologies for years. He has led teams that have built Artificial Intelligence products, founded the Practical AI meetups in NYC and San Francisco, and successfully launched an AI startup aimed at construction companies. Hugh will discuss AI, and automation from the front lines, including from China, where he spent over nine years of his career.
Chip and Stuart Weismiller Everyday Entrepreneur Venture Fund https://www.
This topic was tabled.
There have been numerous articles in the business press about the impact of climate change on business and investing. Lots of talk about CC at Davos.
It is more complicated than buy green, sell brown. Think
- ratings agencies
- attracting young employees
- consumer boycotts
- government regulations
- investor divestitures
- carbon taxes
- real estate
- muni bonds
- insurance
- PSGE was bankrupted by the fires. Unimaginable a couple of years ago.
- I was in Council Bluffs last fall. The spring floods never receded. Farmers couldn’t plant, hence could pay their taxes. Yet the municipalities have the fixed costs of schools, police, etc.
- Think of the cost of rebuilding roads, airports, ports. All the NY airports are on low ground.
- Blackrock’s & others new ESG funds.
It isn’t all defensive – there are opportunities.
No matter what you believe about climate change, it will impact your portfolio.
Here is a link to an academic paper from NYU. Sunil will explain the equation on p6.