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Blog

12.30.2024
CTA Latest Update

For those who have been following the court room drama involving the Corporate Transparency Act (CTA) over the last few weeks, you may have some festive …

12.02.2024
Medicare Part B Increases for 2025

No Medicare surprises for 2025. As expected, the standard monthly premium for Medicare Part B enrollees will be $185, up $10.30 from 2024. The annual …

11.27.2024
Inventorying Your Possessions

Only 47% of Americans have completed home inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in 2023. It’s …

11.25.2024
New Retirement Contribution Limits for 2025

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts (IRAs) Traditional IRA contribution limits …

11.22.2024
From Our Families To Yours

The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you gather around the …

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Recent Posts

Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore

Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...

<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Risks of Concentrated Stock: Evaluating Single-Stock Exposure

A concentrated stock position can significantly impact portfolio risk and tax planning. Explore considerations for executives, founders, and business owners managing single-stock exposure. Success often creates complexity. For business owners, executives, ...

<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals

Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...

<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>