web02.fireside.fm Mon, 13 Apr 2026 12:32:25 -0500 Fireside (https://fireside.fm) The Scholar Wealth Podcast - Episodes Tagged with “Bonus Depreciation” https://sfa-podcast.fireside.fm/tags/bonus%20depreciation Mon, 23 Feb 2026 05:00:00 -0500 The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. en-us episodic Complex Wealth Questions. Expert Answers. Scholar Financial Advising, LLC The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. no finance, investing, high-income, tax strategy, personal finance, wealth management podcast, high net worth financial planning, fiduciary financial advice, physician finance podcast, estate planning podcast, investment strategy podcast, tax planning podcast, business exit strategy podcast, financial planning for high net worth families, podcast for physicians with equity compensation, tax strategies for entrepreneurs selling a business, multigenerational wealth planning podcast, personal finance stories high net worth, fiduciary advisors podcast, deferred compensation planning podcast, portfolio rebalancing advice podcast, high net worth investing, ultra high net worth wealth strategies, gifting and legacy planning, private equity and alternative investments, liquidity event financial planning, trust and estate strategies, financial independence for entrepreneurs, expert interviews on wealth management Scholar Financial Advising, LLC stephan@scholarfinancialadvising.com Episode 45: Family Travel Fairness, STR Bonus Depreciation, and Digital Risk Management https://sfa-podcast.fireside.fm/45 865c490c-ff49-40fc-a9b5-a5cc86af6902 Mon, 23 Feb 2026 05:00:00 -0500 Scholar Financial Advising, LLC full Scholar Financial Advising, LLC In this episode, we explore how complexity shows up in family dynamics, tax strategy, and digital risk. We discuss how parents can navigate lifestyle differences among adult children without falling into the reallocation trap, unpack how bonus depreciation for short-term rentals actually works under the One Big Beautiful Bill, and close with a From the Field conversation on modern cybersecurity risks facing high-profile families and family offices. 37:26 no This week: a family with three adult children is navigating an unexpected tension: two children still travel privately with their parents, while one prefers to fly commercial and would like the unused travel spend redirected toward charitable giving. We discuss the difference between gifting an experience and gifting cash, why fair does not always mean identical outcomes, and how families can use lower-stakes moments like this to establish governance norms that prevent larger conflicts later. Next, we examine short-term rentals and bonus depreciation under the One Big Beautiful Bill. A listener asks whether providing roughly 100 hours of management per year is enough to unlock enhanced depreciation benefits. We walk through how active versus passive income rules actually work, what the 100-hour rule really requires, the role of cost segregation, documentation standards, and why the investment itself must stand on its own before tax strategy enters the conversation. In our From the Field segment, Ghonche Alavi of Crisis24 joins us to explore how wealth, visibility, and digital exposure intersect. We discuss digital footprint mapping, AI-driven social engineering, crypto-related risk, seasonality in cyber attacks, and why cybersecurity for high-profile families is no longer just an IT issue but part of a broader risk management framework. Ghonche also shares practical guidance on incident response planning, family training, and proactive preparation before a crisis surfaces. Stay in touch beyond the podcast: Personal Wealth Conference: https://scholarfinancialadvising.com/conference-2026/ Newsletter: https://scholarfinancialadvising.com/newsletter Start your planning journey: https://scholarfinancialadvising.com/welcome Submit a question for the show: https://scholarfinancialadvising.com/podcast Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives, and risk tolerance. Thanks for listening! short term rental tax benefits, bonus depreciation, bonus depreciation real estate, material participation rules real estate, 100 hour rule rental property, cost segregation study real estate, active vs passive income real estate, short term rental depreciation rules, one big beautiful bill tax changes, vacation rental tax strategy, family wealth governance, intergenerational wealth planning, gifting strategies for adult children, charitable giving planning high net worth, managing lifestyle differences in wealthy families, family office cybersecurity, digital risk management for high net worth individuals, cybersecurity for family offices, protecting digital footprint high net worth, AI phishing attacks wealthy individuals, crypto security risks high net worth, holistic risk management family office, asset protection strategies for wealthy families, private travel family dynamics, wealth and values conflict This week: a family with three adult children is navigating an unexpected tension: two children still travel privately with their parents, while one prefers to fly commercial and would like the unused travel spend redirected toward charitable giving. We discuss the difference between gifting an experience and gifting cash, why fair does not always mean identical outcomes, and how families can use lower-stakes moments like this to establish governance norms that prevent larger conflicts later.

Next, we examine short-term rentals and bonus depreciation under the One Big Beautiful Bill. A listener asks whether providing roughly 100 hours of management per year is enough to unlock enhanced depreciation benefits. We walk through how active versus passive income rules actually work, what the 100-hour rule really requires, the role of cost segregation, documentation standards, and why the investment itself must stand on its own before tax strategy enters the conversation.

In our From the Field segment, Ghonche Alavi of Crisis24 joins us to explore how wealth, visibility, and digital exposure intersect. We discuss digital footprint mapping, AI-driven social engineering, crypto-related risk, seasonality in cyber attacks, and why cybersecurity for high-profile families is no longer just an IT issue but part of a broader risk management framework. Ghonche also shares practical guidance on incident response planning, family training, and proactive preparation before a crisis surfaces.

Stay in touch beyond the podcast:

Personal Wealth Conference: https://scholarfinancialadvising.com/conference-2026/

Newsletter: https://scholarfinancialadvising.com/newsletter

Start your planning journey: https://scholarfinancialadvising.com/welcome

Submit a question for the show: https://scholarfinancialadvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives, and risk tolerance. Thanks for listening!

]]> This week: a family with three adult children is navigating an unexpected tension: two children still travel privately with their parents, while one prefers to fly commercial and would like the unused travel spend redirected toward charitable giving. We discuss the difference between gifting an experience and gifting cash, why fair does not always mean identical outcomes, and how families can use lower-stakes moments like this to establish governance norms that prevent larger conflicts later.

Next, we examine short-term rentals and bonus depreciation under the One Big Beautiful Bill. A listener asks whether providing roughly 100 hours of management per year is enough to unlock enhanced depreciation benefits. We walk through how active versus passive income rules actually work, what the 100-hour rule really requires, the role of cost segregation, documentation standards, and why the investment itself must stand on its own before tax strategy enters the conversation.

In our From the Field segment, Ghonche Alavi of Crisis24 joins us to explore how wealth, visibility, and digital exposure intersect. We discuss digital footprint mapping, AI-driven social engineering, crypto-related risk, seasonality in cyber attacks, and why cybersecurity for high-profile families is no longer just an IT issue but part of a broader risk management framework. Ghonche also shares practical guidance on incident response planning, family training, and proactive preparation before a crisis surfaces.

Stay in touch beyond the podcast:

Personal Wealth Conference: https://scholarfinancialadvising.com/conference-2026/

Newsletter: https://scholarfinancialadvising.com/newsletter

Start your planning journey: https://scholarfinancialadvising.com/welcome

Submit a question for the show: https://scholarfinancialadvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives, and risk tolerance. Thanks for listening!

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