Carried Interest, Credit Card Rates & Gifting

Donna and Nathan let the listeners take the drivers seat, taking questions on topics including: Trump’s surprising position on the carried interest loophole, how skyrocketing credit card rates have impacted debtors, and when gift tax needs to be considered. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/11/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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