The One Big Beautiful Bill Act spans more than 800 pages and rewrites entire sections of the Internal Revenue Code, from individual rates to international sourcing ...

<p>The post OBBB 2025 Playbook: A Business Owner’s Guide to the New Tax Law first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Think estate planning is only for the ultra-wealthy? Discover why the middle class still needs wills, trusts, and POAs—even if you’re under the estate tax exemption in 2025. With the federal estate tax exemption set at $13.99 million per individual in 2025, many families assume estate planning is only relevant to the ultra-wealthy. ...

<p>The post Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Explore the implications of the $84.4 trillion wealth transfer from baby boomers to heirs, and learn how to prepare your family and legacy for this unprecedented shift. Understanding the Scale of the Transfer The magnitude of this wealth transfer is unprecedented. Baby boomers alone are set to account for $53 ...

<p>The post The Great Wealth Transfer is Here: What It Means for Your Family and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>