Regency Capital’s Neil Rose and Kawika Shoji recently sat down to talk about what’s top of mind for our clients right now:
- Year-End Planning Strategies
- Charitable Giving Opportunities (including Donor-Advised Funds)
- Tax-Efficient Moves Ahead of 2026
- Generational Wealth Transfers
- And even a peek into exciting new areas like athlete and entertainer advisory
Whether you’re thinking about charitable contributions, optimizing taxes, or planning for your family’s future, Neil and Kawika cover it all and provide many actionable insights.
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It should not be assumed that any of the securities transactions or holdings discussed was or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.
About the Author
Kawika Shoji is an investment advisor and portfolio manager at Regency Capital Management. He advises individuals, families, retirement plans, and institutions to assess, develop, and implement their investment and financial goals.
