Article-2913

November 13, 2014 |

Inflation Adjustments Impact 2015 Tax Benefits

The Internal Revenue Service recently announced inflation adjustments that will have an impact on more than 40 tax provisions. Some of the key impacts are ...

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Article-2910

November 12, 2014 |

End of Year Tax Question Roundup: Are Estate Planning Fees Deductible?

As we climb closer to the end of the year, many people are concerned with increasing tax deductible expenses. One of the common questions involves ...

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Article-2906

November 10, 2014 |

Childless Couple? You Need Estate Planning, Too

Don’t make the mistake of thinking that you can skip out on essential estate planning just because you don’t have children. As a partner in ...

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Article-2903

November 7, 2014 |

Holiday Review: Gifting and Gift Taxes

With the holidays right around the corner, many people are thinking about giving gifts but also about tying up their charitable donations as the tax ...

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Article-2900

November 4, 2014 |

Fast Facts: Inheriting Books

When a loved one passes away, there are many valuables or assets that might be specially reference in the will or other estate planning documents, ...

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Article-2896

November 3, 2014 |

Credit Shelter Trusts: Do I Need One?

Credit shelter trusts have a history of popular use with married couples because at its basis, this trust protects assets up to the federal estate ...

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<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Succession Planning Checklist for Business Owners and Families

Discover a practical succession planning checklist designed to help business owners and families prepare for leadership transitions, preserve legacy goals, and support long-term continuity. For many business owners and families, succession planning is one of the most important — and often most delayed — aspects of long-term planning. ...

<p>The post Succession Planning Checklist for Business Owners and Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>