Business owners are continually focused on managing risks, expanding the company, and enhancing profitability. As your company grows, it’s especially important to look at your vulnerabilities on a yearly basis to evaluate the plans you already have in place as well as future plans you may need. 
One of the primary reasons to do this every year is that your tolerance for risks you’ve identified in the past may have shifted, opening your eyes to new challenges. There are a few key questions you can ask during this annual assessment for risks and vulnerabilities, including:
April 3, 2015 |
Business owners are continually focused on managing risks, expanding the company, and enhancing profitability. As your company grows, it’s especially important to look at your ...
Learn MoreApril 2, 2015 |
In early March, Representatives Kevin Brady and Sanford Bishop introduced an estate tax repeal bill currently known as HR 1105. Although this isn’t the first ...
Learn MoreApril 1, 2015 |
In the event that you or your spouse are facing a long-term care crisis and are concerned about spending down your assets quickly in order to ...
Learn MoreMarch 31, 2015 |
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the full ...
Learn MoreMarch 31, 2015 |
If you read yesterday’s post, you’ll know that wills and living trusts each accomplish three goals, but they are not one and the same. Neither ...
Learn MoreMarch 30, 2015 |
Anytime you hit the Internet to do some kind of research, you’re likely involved in thinking about the situation at hand, how a product or ...
Learn MoreMarch 27, 2015 |
It’s very popular for business owners to operate under the structure of an S corporation. This allows business owners to generally avoid “double taxation” that ...
Learn MoreMarch 26, 2015 |
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the full ...
Learn MoreMarch 26, 2015 |
With increasing longevity and awareness surrounding elder care issues, more people are seeking out options to plan for long-term care. In the event that you ...
Learn MoreMarch 25, 2015 |
Self-settled asset protection trusts get more buzz these days, but they weren’t even recognized in the United States until the latter part of the 1990s. ...
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For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...
<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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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>
