Extractive AI Holds Near Term Potential for Healthcare

2023 was clearly the year AI took center stage. Most of what caught our attention was generative AI or tools like Chat GPT. MedCityNews posted an article that draws our attention to an area of AI that might even have more impact on healthcare in the near term. “The excitement for artificial intelligence (AI) use… Continue reading Extractive AI Holds Near Term Potential for Healthcare

Opportunity Zones Arent Just a Real Estate Tool

It’s been several years since we published content on Opportunity Zones. As part of our year-end financial strategy series, we thought it time to reintroduce the tool. Opportunity Zones (OZs) were created as part of the Tax Cuts and Jobs Act of 2017 to encourage long-term investments in low-income urban and rural communities in the… Continue reading Opportunity Zones Arent Just a Real Estate Tool

Real Estate Investing Essentials – 1031 Exchanges

As a continuing part of our tax optimization series, we want to add real estate 1031 Exchanges to the mix. A 1031 exchange, named after Section 1031 of the Internal Revenue Code (IRC), is a tax-deferred exchange that allows real estate investors to sell a property and reinvest the proceeds into a new property without… Continue reading Real Estate Investing Essentials – 1031 Exchanges

Financings – Cont. from Vital Signs 12/19/23

We had several financings that didn’t make the 12/19 edition of Vital Signs. It’s been a brisk end of year for financings despite reports of a slowdown in certain sectors. Certainly Health – a healthcare marketplace for booking medical and cosmetic care with upfront prices, raised $2.3M. (NY, NY) Cadenza Bio – a biotech company… Continue reading Financings – Cont. from Vital Signs 12/19/23

Tax Strategies – Charitable Giving

As we continue our year-end tax planning series, we would be remise if we did not include a post on charitable giving. While most of us have causes we like to support regardless of the tax benefit, we should not ignore the bonus that comes from giving to a tax deductible target. When making contributions,… Continue reading Tax Strategies – Charitable Giving

Tax Strategies – QSBS

There are three things that create drag on investment returns: 1) Losses 2) Taxes 3) Fees We spend most of our time trying to reduce losses and increase gains, but we spend little time and attention on the second two items. This is short-sighted given the fact that both taxes and fees are much more… Continue reading Tax Strategies – QSBS

Financings – Cont. from Vital Signs 12/1/23

We had several financings that didnt make the 12/1 edition of Vital Signs. Biolexis Therapeutics – a company using AI for metabolic drug discovery, raised a $10M Series A. (American Fork, UT) Aperiam Bio – a protein engineering company, raised a $9M Seed extension.(Brooklyn, NY) Arrivo Bioventures – a drug developer, raised a $45M Series… Continue reading Financings – Cont. from Vital Signs 12/1/23