Displaying 3 items of The Scholar Wealth Podcast with the tag "corporate cash strategy".
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Holiday Special: Working Asset Tax Rules, Equipment Depreciation, and Employee Benefits Planning
December 22nd, 2025 | 7 mins 56 secs
bonus depreciation rules, business owner tax planning, corporate cash strategy, employee benefits design, family business, financial literacy, retirement planning, section 179 depreciation, tax planning, working asset depreciation
In this episode, three year-end planning questions from a business owner covering the tax treatment of working assets, depreciation of specialized equipment, and long-term employee benefits planning. The conversation explores how business owners should think about asset classification, Section 179 and bonus depreciation, and designing sustainable benefits for a long-tenured workforce.
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Episode 6: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners
May 26th, 2025 | 24 mins 39 secs
corporate cash strategy, market timing, private equity investment, qualified charitable distributions
Wondering what to do with excess cash in your business or portfolio? We cover diversification benefits, dollar cost averaging, and private equity basics, including how to protect yourself with an LLC vs. LP. Plus, a simple breakdown of Qualified Charitable Distributions (QCDs) and when they make sense.
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Episode 1: Launching the Scholar Wealth Podcast
April 21st, 2025 | 5 mins 45 secs
asset protection, business exit strategy, charitable giving, concentration risk, corporate cash strategy, deferred compensation, estate planning, executive compensation, family business, family wealth, financial education, financial independence, financial planning, gifting strategies, high net worth, inflation planning, inheritance planning, investment strategy, ipo planning, legacy planning, liquidity event, market timing, philanthropy, physician finance, portfolio rebalancing, private equity investment, real estate investing, retirement planning, stock option exercise, tax planning, trust strategies, vacation rental, wealth management
In our debut episode, host Stephan Shipe shares the story behind the Scholar Wealth Podcast and what listeners can expect each week. Designed for families with complex wealth, the show goes beyond the basics to deliver expert insights, real stories, and practical answers to your most sophisticated financial questions.