Karmeq

IRS data indicates that only about 0.0025% of American taxpayers exceed the threshold of the Gift Tax Annual Exclusion, which is set at $19,000 for 2025. Despite how few people are actually impacted by the Exclusion amount, it comes up quite frequently in conversations and is interesting to understand. For a bit of clarity on this topic and other financial matters related to Gifting, please support our efforts with a like, share and subscribe. #Gifting #GiftExclusion #AnnualGiftExclusion #WealthTransfer #FinancialPlanning #EstatePlanning

Lunar New Year is a time for family, celebration, and tradition. To all the aunts and uncles who celebrate Lunar New Year, if you want to secure the title of “favorite,” here’s your chance to shine. Now is the time to make a long lasting impression. #LunarNewYear #Family #Celebration #Tradition

The Chinese news headline reads: DeepSeek AI prevails in the global market and is turning the US stock market “upside down.” ?Will DeepSeek AI be the company to positively impact the Chinese economy? In summary, the news article discusses: - DeepSeek is open source, unlike ChatGPT - the impact on the NVDA stock price the last few days - the background of the owner, WenFeng Liang - although the US is prohibiting NVDA and other companies from exporting AI chips to China (which may slow economic growth), DeepSeek may flip the situation and lead Chinese AI to a new level Thanks for the translation, Julianna. #deepseek.com #AI

As much as we all enjoy warm gifts during the holiday season, we at Karmeq believe that stocks offer a more lasting benefit for gift receivers. #gifts #giftsforkids #holidaygifts #wealthbuilding #financialliteracy

Proud to support next week's Entrepreneurship Summit, hosted by Junior Achievement of Northern California. Thanks to their Executive Director and thought leader for corporate, community and educational partnerships, Ruby Damian, for inviting Karmeq to participate. This annual event to spark and celebrate business-building will bring together over 100 high school students from the Mountain View-Los Altos Union High School District. To offer your support to this educational cause: https://norcal.ja.org/ #JuniorAchievement #JuniorAchievementofNorCal #JAEntrepreneurshipSummit #Internships #FinancialLiteracy #CareerReadiness #Entrepreneurship #PersonalFinance #AB2927 #SocialImpact #FinTeach KARMEQ.com #PGWM.com

Glad to attend the University of San Francisco's "Club Connect" meet-up today. It was a pleasure to speak with leaders from USF's many student clubs. Thanks to Julia Hing, Stephanie Belfiore, and the rest of the USF Career Services team for hosting such an uplifting event. #FindYourFuture #Internships #Fellowships #CareerDevelopment #CareerReadiness #Entrepreneurship #FinancialLiteracy #myusf.usfca.edu #amicus.ai #karmeq.com

If feels a bit easier to reach the sky when you start from the top floor of a preeminent Wall Street firm. Thanks to the Junior Economic Club of San Francisco and its Board of Directors for arranging this live-streamed event on "How to Have a Successful Career in Finance." Working together, we have a tremendous opportunity to promote career readiness, financial literacy and early wealth building for young adults, particularly in light of California Assembly Bill 2927. Emily Gorodetskiy, President Mira Makan, Vice President Justin Ma, Director of Strategic Initiatives Elsy Matias, Chief Marketing Officer Vallabh Himakunthala, Chief Financial Officer Jaden Zhong, Assistant Financial Officer Mia Pinski, Assistant Marketing Officer Leah Mordehai, Director of Community Outreach Renee Fung, guest speaker and UHNW Financial Advisor Darrell Young, guest speaker and Karmeq Founder & CEO #JuniorEconomicClub #JuniorEconomicClubofSanFrancisco #AB2927 #Karmeq #CareerSuccess #CareerReadiness #FinancialLiteracy #WealthBuilding #Entrepreneurship #Startups #FinTech #FinTeach

It was a great privilege to attend the 2024 Startup World Cup, Silicon Valley Regional. Thanks to Bill Reichert, Anis Uzzaman Ph.D., and the entire team at Pegasus Tech Ventures for hosting such an exciting event. With so much innovation in one room, the startup pitches were incredibly inspiring! Hopefully, our Karmeq / Amicus.ai contingent will land an opportunity to pitch on-stage next time. Until then, we will continue our work to inspire and enable financial independence for future generations: Ajay Chandran - Youth For Finance, DECA Inc. Arnav Dhole - DECA Inc. Elsy Matias - Junior Economic Club of San Francisco, Youth Entrepreneurship Association Emily Gorodetskiy - Junior Economic Club of San Francisco, Youth Entrepreneurship Association Leonidas Tam, Ph.D. - Amicus.ai Renee Fung - UHNW Financial Advisor Darrell Young - Karmeq, Poplar Global Wealth Management LLC #StartupWorldCup #PegasusTechVentures #Amicus.AI #fintech #finteach #financialliteracy #financialliteracyforkids #entrepreneurship #youthentrepreneurship #wealthbuilding #wealthtransfer

Just applied to the 2024 Startup World Cup, Silicon Valley Regional, powered by Pegasus Tech Ventures. We hope to land an opportunity to present. As an investing platform, Karmeq makes it easy to send (or receive) stocks as gifts – a wonderful alternative to traditional retail gifts or gift cards.? By fostering gifts that may grow over time, we seek to inspire and enable financial independence for future generations. Big picture, we endeavor to address what is arguably the greatest problem facing America today – the Wealth Gap. Whether you spend most of your time in classrooms or boardrooms, we invite you to join our growing community and sign-up at karmeq.com.?Let us show you how to: -?create and share wish lists -?send (or receive) stocks as gifts -?apply AI to investing, in partnership with Amicus.ai #StartupWorldCup #PegasusTechVentures #Amicus.ai #fintech #finteach #financialliteracy #financialliteracyforkids #wealthbuilding #entrepreneurship

The Wealth Gap is arguably the greatest challenge facing America today. Consider that the top 1% of households now owns/controls more wealth than the entire middle class. Economic pressure on the middle class has been increasing for decades, possibly contributing to: - lower marriage and birth rates - health concerns, including mental illness - political divisions This article from Lance Roberts and Advisorpedia details the Wealth Gap in America and where it may eventually lead us: https://lnkd.in/gG-yfUrJ