Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal and business finances can help you avoid costly mistakes, save …
Selling a business is often the entrepreneurial dream, but the aftermath can feel like a void. The Yale School of Management case study “What’s Next: The …
Adaptable trust planning: Your key to preserving wealth amid tax uncertainties. In an era where tax laws are in constant flux, high-net-worth families and their advisors must employ adaptable trust strategies to safeguard and efficiently transfer wealth. …
In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of the nation in recognizing federal grantor trust rules. Governor Josh Shapiro signed Senate Bill …
Learn how investors holding Apple, Tesla, or Berkshire Hathaway stock can reduce risk and manage taxes when diversifying. Why Concentrated Stock Holdings Are Risky Over the past few decades, many successful investors, executives, and …
A solid financial plan covers everything from investments and retirement to taxes and estate planning. But even the most thorough plan can fall short if …
Estate planning is more than just drafting a will—it’s a comprehensive process that requires collaboration between various professionals to ensure your wishes are effectively executed. From consultation to drafting documents and aligning assets, each step plays a crucial role in protecting your family and legacy. Here’s why working with a team of …
Whether you’re planning a business sale or already closed the deal, here’s how to reduce taxes and compound your wealth—starting now. Step One: Pre-Sale Planning with a South Dakota …
If you’re age 70½ or older and have more IRA money than you need, it may be time to think beyond your portfolio and start thinking philanthropically. Required minimum …
Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary for the wealthy or elderly—but in truth, everyone needs one. Without an estate plan, your …
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Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...
<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
As political and economic instability roils Venezuela in early 2026, investors are reminded that uncertainty is real — and diversification remains essential to protecting wealth. ...
<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
