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How HCR Wealth Advisors Manages Charitable Donations

In a study performed by the Network for Good, researchers found that 29-percent of donations for an entire year occurred in December with 11-percent in the last three days of the year. Creating a charitable contributions plan can lead to a positive impact on the cause while lowering the tax impact on your wallet. The earlier you can plan your contributions with HCR Wealth Advisors in the year, the better.


Stock donations

One way to make a major impact is by donating stock. There are four major advantages to donating stock in place of cash:

Cash can be used elsewhere

When donating stock from your portfolio, this frees up the amount of cash you were going to give so it can be invested in an equal amount of the stock gift. This helps you continue to grow your money while still giving to a reputable cause.

Increase the size of your gift

HCR Wealth Advisors has found that by selling stock to raise donation money, you most likely will incur a tax liability from the actual sale. However, by donating stock to charity, you will receive a tax deduction at the full fair market value of the stock.

Remove tax liability

Federal capital gains tax on investments can be as high as 20-percent without the added state capital gains tax. Add in the 3.8-percent Medicare tax on investments and your total tax could be over 25-percent. On the other hand, HCR Wealth Advisors note that donating stock removes the tax liability altogether.

Tax deductibility

In addition to not having to pay a tax liability, stock donations are tax-deductible for those who itemize their deductions. Although the standard deduction has been raised, resulting in a greater hurdle, those who can give will help their wallet and charities through stock donations. HCR Wealth Advisors note the maximum percentage of appreciated stock donations is limited to 30-percent of your Adjusted Gross Income.

This article is provided for informational purposes only and should not be interpreted as investment advice.

Sergey Petrossov

SERGEY PETROSSOVFlying is one of the most popular ways to get around. It is how we get to experience the world around us in the air. However, many elites find themselves struggling to get to one point from another in a speedy manner. There was a massive need for something to be done to remedy this problem. Fortunately, there was one entrepreneur who stepped up to the plate to get this problem solved. Meet Sergey Petrossov: an aviation genius who wanted to bring the convenience of uber into the airs. It is here that he developed the application called JetSmarter. It is here that the elites won’t have to wait any longer to get on the plane that they want to ride around the world.

Fortunately, this task was fairly easy for Sergey to accomplish. As the founder and CEO of the company, he had this incredible idea hit him after flying on a private charter jet. It was here that he realized that he could bring this incredible experience to others around the world. Now, celebrities and private business individuals have been using his service and his company has raked in millions of dollars.


Sergey knew that he had to tap the aviation market as soon as possible. It was basically begging to be controlled by one of the smartest people on the market. The Saudi professional is now enjoying his successes and continues to improve the application each and every day. We look forward to seeing what Sergey accomplishes next with his genius abilities. Be sure to keep tabs on this young entrepreneur: the sky isn’t the limit for him at all and he continues to prosper.

TJ Maloney Brings Research-Centric Approach to PE Investment

More than a decade of working as an attorney in the field of mergers, acquisitions and security law through the 1980s prepared TJ Maloney for the next phase of his career as a top executive for one of the most successful private equity firms in New York City.

TJ Maloney joined Lincolnshire Management in 1993. He quickly began climbing the ladder as his contributions became ever-more essential to the firm’s work with investments in lower middle-market companies. TJ Maloney was named chairman and CEO of Lincolnshire Management after several years with the firm. Since then, his steady leadership and a famous “balanced approach” has allowed the PE operation to remain at the forefront of an always highly competitive industry.

TJ Maloney is a graduate of Boston College. He entered law school at Fordham University L aw School and graduated with his Juris Doctorate in 1979.

Prior to joining Lincolnshire, TJ Maloney was chairman of the Boston College Wall Street Council and served on the Board of Trustees for both Boston College and Fordham University. Maloney recently donated $5 million to endow the TJ and Nancy Maloney Library at Fordham Law School. He credits much of his life success and accomplishments in business to his experience at Fordham.

Under his guidance and leadership at Lincolnshire Management, TJ Maloney has played a significant role in some of its landmark transactions. That includes work with AMPORTs, PADI, the Cybergenics Corporation, Prince Sports, Credentials Services International, Kathyrn Beich and many more. Two investments of special note are Riddell Sports Group and American Coach Lines.

Characteristics of TJ Maloney’s approach is embarking on an extremely thorough research process that drills down through multiple layers of information. He values a teamwork approach where clear and constant communication keeps everyone informed. He sometimes takes an extra step by hiring an outside consultant to further examine investment opportunities. He is also keen on getting to know the management of a company his team is evaluating.

TJ Maloney said he is interested in understanding where a company’s operations can be improved. He said Lincolnshire has developed a reliable, time-tested strategy that works to enhance the value of a firm by way of implementing operational improvements.

See TJ Maloney’s profile here

Raffaele Riva Knows Success

“Do what you love” seems like simple advice. The easy-to-grasp suggestion comes from Raffaele Riva, the incredibly successful financial services entrepreneur. Riva loved accounting and financial work, so he thrust himself into a life revolving around related business endeavors. Today, he is the founder of Aurea Multi-Family Office, a parent company to several subsidiaries in several countries. Before launching AMFO, he had a hand in founding other successful endeavors. Years of experience and learning provide Riva with insights that few people possess. Those interested in following a similar entrepreneurial path should consider listening to some of his thoughts about business and success.

Riva holds a post-graduate degree from a top institution in Milan, but he doesn’t feel his education ended. Raffaele Riva always strives to learn more and not only about subjects related to business. He reads a lot and works hard at staying on top of trends. His self-motivation expands his knowledge, which helps him in both business and life.

Riva also stresses the importance of taking action. Entrepreneurs may draw up detailed business plans describing how they will put their ideas into action. Creating business plans and thinking about the future is not enough. All ideas and preliminary steps go nowhere unless you take concrete, actionable steps to make things happen. You can only think and plan so much. Not everyone takes the necessary first step to succeed. Riva says, “Just do it!” and take action.

Working hard for clients should be a top priority, too. Clients provide the financial support necessary for a business’ success. Striving each day to figure out ways to make your clients’ lives better, according to Raffaele Riva, can help a business thrive. His opinion makes crystal clear sense. Customers gravitate to businesses that care about their interests.

And budding entrepreneurs should care about what Raffaele Riva has to say.

Privinvest: A Look and Boating and Wind Power

Privinvest and the CMN division of their shipbuilding business make more than just boats. The team contributes to the environment by focusing on creating and harnessing new sources of power. They look for ways to maneuver their seacrafts with renewable and alternative energy while at the same time studying the power of the ocean. Privinvest utilizes technology, individuals, and crews to build and design these structures. The leaders of CMN take the conditions of the water to heart, and because of their position in the industry, they can help others understand these new energy platforms.

One area Privinvest is working in is wind power. The ocean windmills can distort communications, which can have a major impact on boats and their radar systems. The Privinvest team works to plot out the windy conditions, with the help of meteorologists, and then they take that information into account when selecting a building site. Ships and windmills can function together in the ocean without interfering with duty or performance. Wind power adds sufficient energy to many countries, so it should be continually advanced and improved because it is a plentiful resource.

A recent plotting occurred in the French waters. Privinvest and CMN used radar technology to spot adequate locations for the power plants. Some of the factors considered were sound issues, harbors, and flyover zones. All of these conditions can impact the captain’s communication. The team used special software to outline the boat coordinates in reference to the ocean, land, and windy areas.

Privinvest takes the environment seriously as well as the products they offer their customers. The leaders take the time to find innovative techniques to work with other seagoing vessels and structures. In addition to working with wind power, Privinvest also deals in harnessing the ocean’s currents with underwater turbine systems and generators that capture the tidal energy.

Sheldon Lavin: Recap Articles on Medium


Please let me introduce- a reputable professional who can build and lead business empires. Someone who specializes in financial operations that empower companies to maintain a complex food supply chain.

Mr. Sheldon Lavin was born in 1932. Mr. Lavin attended the University of Illinois and Northwestern University majoring in accounting and finance. He received his Bachelor of Science degree in business from Roosevelt University in Chicago, Illinois. He is the Chairperson and Chief executive Officer of OSI Group, LLC. For fifteen years, Mr. Lavin operated his own financial consulting firm, Sheldon Lavin and Associates, Inc., in Chicago. In the 70s, his association with Otto & Son, Inc., helped him to become the forerunner for the OSI Industries, LLC. Visit Bloomberg to know more about Lavin.

Mr. Sheldon Lavin specializes in large-scale financial operations, that enable companies to maintain a complex food chain. How does Mr. Lavin manage these operations successfully? He tracks a huge range of issues. Consumer preferences, resource shortages, and technological changes are some of the variables. Mr. Lavin can consider a range of variables while performing minimal research. This helps him to make smart decisions about the company. Lavin led OSI to become a multibillion-dollar global food processing enterprise, during his tenure. His diligence, hard work, and drive, made him successful and worthy of the Global Visionary Award.

What is the Global Visionary Award?

The purpose of this award is to recognize a Global Visionary who had done revolutionary work, related to advancements in his or her chosen career. The candidate will exhibit creative thinking and a unique approach in his or her career. They can also lead the path with innovation and demonstrates leadership and advocacy. Lavin received this award in 2016. During his time, as CEO and Chairman of OSI Group LLC., Mr. Sheldon Lavin has earned plenty of awards for his leadership and business performance. He has been recognized for his charitable contributions.  Website:

3 Services that Fortress Investment Group Provides to Its Investors

With so many different types of investment companies in the U.S., it may be difficult to choose the right one for your purposes. However, since some investment companies have far superior comprehensive services than others, there is a way to make an informed decision that you and others will be happy with. This is especially the case when you are looking for investment companies like the Fortress Investment Group. Typically, based on the information posted on their site, here are some things that you need to know about the services that this investment firm provides today.

The credit business sector has been available since 2002. Launched and lead by Pete Briger, these services are often just what any client needs. Since its implementation date, Fortress Investment Group credit business has had a huge amount of growth that can help to assist their clients with the credit services that they need. In fact, this team of professionals are not only offering domestic credit but also those that need global investment opportunities too. This group of approximately 500 professionals and over are presently focused on at least 2 areas. One of which includes those investments that fall under the classifications of distressed and illiquid credit investments. Therefore, anyone who has a need for these services can benefit greatly from over a decade of experience and expertise within Fortress Investment Group and their latest dedicated and committed team of professionals.

In addition to providing clients and customers with their credit services, these teams of professionals are also available to offer Fortress Investment Group alternatives for private equity services. According to the history and the experience published about this group, the private equity part of this business was initially launched by Randy Nardone and Wes Edens. In the year of 1998, these professionals begin to offer their private equity services to in several different geographical areas around the globe including Western Europe, North America, and the Caribbean.

Though this team may have many goals and objectives that they are tasked with meeting, one of their primary approaches to their private equity business is to offer all of Fortress Investment Group clients and customers an effective hands-on management approach that is fueled by the experience that this company is known for in a diversity of sectors. The three of the top private equity focuses include is in Healthcare, Energy, and Transportation.

3.Permanent Capital Vehicles Services

Permanent Capital Vehicles is also a specialty of this company. So, it is important for everyone to become familiar with what it actually offered. With this publicly traded company, they have the skills and experience to actively manage your investments in residential real estate. It is also important to note that this company also pursues and owns permanent capital vehicles that include rail, intermodal transport, energy, and aviation. Therefore for those customers and clients that need help with real estate investments and the like, this group is one of the best options for those who want and need seasoned investors. Related:

Looking into Bhanu Choudhrie’s Diverse Portfolio as an Entrepreneur

Bhanu Choudhrie was raised in Delhi, India. He then went ahead to undertake his studies in the U.S. Choudhrie later went ahead to relocate to London, where he created the C&C Alpha Group. Under his leadership, the company has managed to grow into an international entity. Choudhrie has also been working with a strong team. He has also been implementing various decisions in a methodological manner.

As a successful investor, Choudhrie acknowledges the fact that a strong team has helped to fuel his success as an investor. Bhanu is also an innovative individual. He has also been issued numerous awards throughout the years. Although the C&C Alpha Group is headquartered in London, the company has a strong presence in other nations such as the United Arab Emirates, India, and the United States. The global private equity firm has also invested in numerous economic sectors.

As an executive at C&C Alpha Group, Bhanu Choudhrie is in charge of overseeing project developers, project managers, financial analysts, and consultants. By supervising all the investment strategies at C&C Alpha Group, Bhanu Choudhrie can make sure that he has created some value for all the shareholders at the firm. Choudhrie also keeps track of the emerging markets, and in the process, he can identify different business opportunities. C&C Alpha Group has invested in the following sectors; hospitality, aviation, banking, healthcare, and also real estate.

Bhanu’s father is also an entrepreneur. He inspired his son to follow suit. At the moment, C&C Alpha Group has managed to evolve into a family-owned business. Bhanu’s father- Sudhir Choudhrie, is currently a consultant at C&C Alpha Group. Dhairya Choudhrie is Bhanu’s brother, and he is currently working as an executive director at the firm. Bhanu Choudhrie has been serving as an executive at C&C Alpha Group since the firm’s inception in 2001. C&C Alpha Group normally partners with all the companies that they have invested in. When dealing with business start-ups, the C&C Alpha Group usually helps each of these firms to develop their market presence. The company also manages the growth of these start-up firms. Besides offering capital, the private equity firm adds some value in the form of international contacts, expertise, and management support. Learn More: