Article-4406

July 28, 2016 |

Comparing What You Need to Know About the Presidential Tax Reform Proposals in 2016

It’s expected that tax policy will be one of the biggest issues in the 2016 presidential campaign. To understand how various presidential candidates, view this ...

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Article-4404

July 27, 2016 |

Planning Mistakes to Avoid if You Have a Special Needs Child

There are several different mistakes you can avoid when setting up future plans for your disabled child. An individual with special needs will have concerns ...

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Article-4399

July 25, 2016 |

Key Steps to Take to Improve Your Retirement and Estate Planning Outlook

When you are approximately five years away from retirement, you need to make sure you follow the five steps below in order to protect your ...

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Article-4394

July 21, 2016 |

The Pros and Cons of Living Trusts vs. Wills

Wills and trusts are both essential estate planning tools. A living trust cannot address everything like naming a guardian for your minor children, so even ...

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Article-4391

July 20, 2016 |

Using a Will Can Help to Eliminate Confusion

While many people understand the benefits of having a will, they still avoid putting one together. Without a will, all of your heirs may become ...

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Article-4387

July 19, 2016 |

What You Should Know About Retirement & Planning and Alzheimer’s

If you believe that you have an elderly loved one possibly impacted by Alzheimer’s, it is important to consider this as a unique opportunity for ...

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Article-4384

July 18, 2016 |

Should You Be Concerned About the New Nevada Commerce Tax?

Nevada has recently instituted a new tax referred to as the commerce tax. This tax is calculated on any gross receipts higher than $4 million ...

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Article-4381

July 14, 2016 |

What’s the Problem with Outright Distributions and Gifts?

 If you’re thinking about passing on parts of your estate to your beneficiaries, this is certainly a worthwhile goal but it’s one that should be ...

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Article-4376

July 13, 2016 |

Are You Prepared to Deal with Critical Illness?

Most people are aware of the benefits of saving for retirement, or even setting up a meeting with an estate planning attorney. But what about ...

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Article-4373

July 12, 2016 |

The Concerns of the Sandwich Generation

Everyone can benefit from estate planning, but this is especially true for adult children who find themselves sandwiched between caring for their own young children ...

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Selling a business is more than a transaction. Learn why business owners should plan early for valuation, taxes, succession, estate planning, investment of sale proceeds, and life after the exit. For many entrepreneurs, selling a business represents the culmination of years—or decades—of hard work. But the financial impact of a sale can extend ...

<p>The post Selling a Business? The Financial Planning Should Start Long Before the Sale first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post You’ve Built Significant Wealth. What Should Your Financial “Second Act” Look Like? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why

Tax, investment, and estate planning decisions often overlap. Learn why coordination among your CPA, financial advisor, and estate attorney can help create a more cohesive financial and legacy strategy. For business owners, high-net-worth families, and individuals navigating a major financial transition, important decisions rarely fit ...

<p>The post Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>