Jeff Wilson, CFP®
Suwanee, Georgia, United States
182 followers
167 connections
About
Jeff is the owner of Wilson Financial Group LLC, a registered investment advisor. Wilson…
Activity
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🍻⚽️ Scan. Pour. Go. Today at the World Cup! Cheers!
🍻⚽️ Scan. Pour. Go. Today at the World Cup! Cheers!
Liked by Jeff Wilson, CFP®
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Two years ago, my son and I flew to Tokyo for a ramen tour… …and somehow ended up pitching Coca-Cola. 😂 At 12 years old, He and I made a promise…
Two years ago, my son and I flew to Tokyo for a ramen tour… …and somehow ended up pitching Coca-Cola. 😂 At 12 years old, He and I made a promise…
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After 40 years in hospitality, one thing I’ve learned is this: If you give human beings unlimited access to fountain soda… they will absolutely test…
After 40 years in hospitality, one thing I’ve learned is this: If you give human beings unlimited access to fountain soda… they will absolutely test…
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Experience
Education
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Our team had a great time at the KSU College of Architecture and Construction Management Diamond Day Career Fair! We're proud to support a top-tier…
Our team had a great time at the KSU College of Architecture and Construction Management Diamond Day Career Fair! We're proud to support a top-tier…
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Great leaders see and invest in employees as whole persons. Which of these approaches can you try out this week? Video from Chick-fil-A Next 2025…
Great leaders see and invest in employees as whole persons. Which of these approaches can you try out this week? Video from Chick-fil-A Next 2025…
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What an AMAZING Marketing strategy! This is a perfect example of creative, thoughtful marketing that isn’t chasing a direct sales metric, but still…
What an AMAZING Marketing strategy! This is a perfect example of creative, thoughtful marketing that isn’t chasing a direct sales metric, but still…
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In this exclusive session, we’re revealing eMoney’s Product Roadmap Vision and the innovations that will transform how advisors deliver advice. This…
In this exclusive session, we’re revealing eMoney’s Product Roadmap Vision and the innovations that will transform how advisors deliver advice. This…
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Today, I close the chapter on my nearly 16 year career with Lumen Technologies. I am deeply grateful for all the relationships I’ve built and the…
Today, I close the chapter on my nearly 16 year career with Lumen Technologies. I am deeply grateful for all the relationships I’ve built and the…
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Leaders, here’s another simple way to practice intentionality this week: help someone remove a barrier that’s holding them back. Most people want to…
Leaders, here’s another simple way to practice intentionality this week: help someone remove a barrier that’s holding them back. Most people want to…
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We are proud to share that our recently completed Grain District Parking Garage has received both the Building Award for All-Precast Parking…
We are proud to share that our recently completed Grain District Parking Garage has received both the Building Award for All-Precast Parking…
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A big thanks to CBT News for covering our recent transaction. The Presidio Group was honored to act as the exclusive advisor to Five Star Automotive…
A big thanks to CBT News for covering our recent transaction. The Presidio Group was honored to act as the exclusive advisor to Five Star Automotive…
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Today, we celebrate a remarkable milestone in SEI’s history. Our founder, Alfred P. West, Jr., will retire as Board Chair effective January 1, 2026,…
Today, we celebrate a remarkable milestone in SEI’s history. Our founder, Alfred P. West, Jr., will retire as Board Chair effective January 1, 2026,…
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From the release of her Nike line to being named Time Magazine’s Athlete of the Year and joining USC’s Hall of Fame, 2025 was yet A’nother…
From the release of her Nike line to being named Time Magazine’s Athlete of the Year and joining USC’s Hall of Fame, 2025 was yet A’nother…
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This year, I resolve to be just as perfect as I was last year… Said no one ever. 🤣 But it got me thinking: Every year many of us make resolutions…
This year, I resolve to be just as perfect as I was last year… Said no one ever. 🤣 But it got me thinking: Every year many of us make resolutions…
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DMSAS Team Builds St. Basil's Cathedral at CANstruction 2025 This year, a DMSAS team of 10 builders represented our firm at CANstruction 2025, a…
DMSAS Team Builds St. Basil's Cathedral at CANstruction 2025 This year, a DMSAS team of 10 builders represented our firm at CANstruction 2025, a…
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There’s a part of entrepreneurship that never gets talked about — the quiet moments between flights, the hotel desk covered in cables and notes, the…
There’s a part of entrepreneurship that never gets talked about — the quiet moments between flights, the hotel desk covered in cables and notes, the…
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It’s Official, Craft Brewers Conference Is Now Open! Stop By To See The Linde Team At Booth #1209
It’s Official, Craft Brewers Conference Is Now Open! Stop By To See The Linde Team At Booth #1209
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Pam Jordan
Many business owners believe once December 31st passes, their tax outcome is locked in—but that assumption can be costly. In today’s new episode of the Pivot to Profit podcast, Pam Jordan is joined by tax strategist Alexis Sidney to discuss how proactive year-end tax planning can still reduce liabilities and support long-term wealth building. The conversation covers the importance of knowing your numbers, the difference between tax preparation and tax strategy, and common opportunities entrepreneurs often overlook—from entity structure to strategic planning that extends beyond year-end. 🎧 Listen to the full episode here:https://hubs.la/Q03YGXw40 #PivotToProfit #TaxPlanning #Entrepreneurship #SmallBusinessStrategy #FinancialLeadership #BusinessGrowth #YearEndStrategy
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Dimitry Farberov, CFA®, CFP®
Timing is everything in tax planning, and charitable remainder trusts (CRTs) are a great example of how structure and timing can make a big difference. Two common CRT formats: • CRAT (Charitable Remainder Annuity Trust) – Pays a fixed annual amount, set between 5%–50% of the trust’s value on the day you fund it. That amount never changes, no matter how the investments perform. • CRUT (Charitable Remainder Unitrust) – Pays the same 5%–50% percentage, but it’s applied to the trust’s re-valued assets each year. That means payouts can rise (or fall) with market performance. Illustration (assumes a 5% payout, 7% annual return, and a 4% discount rate): • A 20-year CRAT funded with $2 million would pay $100,000 each year, about $2 million in total, or roughly $1.3 million when discounted back to today’s dollars. • A comparable CRUT could pay out more than $3 million over the same period, because the annual percentage is applied to a growing principal. Guardrails to keep in mind: • Minimum payout: 5% and maximum payout: 50% • Maximum 20-year term (if not set for life) • At least 10% of the present value of the initial contribution must remain for charity The takeaway: choosing the right CRT early enough allows compounding to work in your favor. Done thoughtfully, these trusts can potentially add millions in lifetime income for you while still leaving a lasting legacy for the causes you care about. #TaxPlanning #EstatePlanning #WealthManagement #CRAT #CRUT
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