The SECURE 2.0 Act of 2022 introduced a significant update for individuals aged 60 to 63 who want to boost their retirement savings. This new …
Recent developments in tariff policies have made waves in global markets, leading to significant economic uncertainty. As highlighted in Jason Blackwell, CFA’s article, tariffs are …
The Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting requirements are once again enforceable following a recent court ruling. Here’s what business …
On February 13, 2025, U.S. Senators Kevin Cramer (R-ND) and John Thune (R-SD) introduced the Death Tax Repeal Act, a bill aimed at permanently eliminating …
When people hear the word “trust,” they often assume it’s a tool reserved for the ultra-wealthy to pass down millions of dollars to future generations. However, trusts are not just for the wealthy. In fact, they can …
As 2025 begins, clients and advisors should be proactively planning to optimize their wealth strategies. With potential tax changes, the sunsetting of certain exemptions, and evolving regulations, staying ahead …
When it comes to estate planning, many high-net-worth individuals hesitate to transfer assets out of their control. A common misconception is that once assets are …
Investing is one of the most effective ways to grow your wealth over time. While it comes with risks, a well-planned strategy can help you …
Tax Preparation Tips Organizing your documents ahead of tax season can save time and ensure you don’t miss out on potential deductions. Be sure to …
On January 23, 2025, the U.S. Supreme Court made headlines by granting the government’s motion to stay a nationwide injunction that had temporarily halted enforcement …
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Make the most of your holiday visit by checking in on your retired parents’ well-being, financial health, and estate planning. Here’s what to review while you’re together. Use the Holidays to Ensure Your Parents’ Well-Being—Financially and Otherwise The holidays are a time for celebration, family meals, and meaningful reconnection—but they’re ...
<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how annuities are taxed based on type, payout structure, and ownership—essential insights for retirees, estate planners, and beneficiaries. Annuity Taxation Explained: A Guide for ...
<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover how different generations invest, what influences their financial decisions, and how you can use these insights to build a smarter investment strategy. From Boomers to Gen Z: Lessons in Investing Across the Generational Divide Every generation has its own approach to money, shaped ...
<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
