07.08.2024
Key Planning & Investment Deadlines for Summer 2024
Special Observances and Focus Areas As we navigate through the summer of 2024, it’s important to be mindful of key planning and investment deadlines, along …
Blog
07.01.2024
The World’s Largest Economies: Comparing the U.S. And China
ChartTalk: Together, the U.S. and China make up almost half of the world’s economy. But how do the two nations stack up against each other? …
06.26.2024
Monthly Memberships
In the last few years, we’ve become accustomed to many convenient services, many offered via subscriptions. Now, in the old days, if you had a …
06.24.2024
Using Multiple Trusts to Build a Lasting Legacy
Understanding the Need for Estate Planning Estate planning is often overlooked until it’s too late, but it’s crucial emphasize the importance of proactive planning. As …
06.21.2024
Do You Need Disability Insurance?
Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider …
06.19.2024
Understanding Money Market Funds
A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash …
06.17.2024
How Financial Frictions Hinder Innovations
A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a trade-off between investing in existing ideas and pursuing new ones. …
06.14.2024
Is Hiring a Professional Trustee the Right Choice for Your Trust?
When creating a trust, one of the most important decisions you’ll make is who will manage it. You can choose a friend or family member, …
06.12.2024
5 Budgeting Myths That Stop People from Saving
Budgeting is crucial for managing your money well. However, many people avoid it because they believe certain myths. Let’s break down these common misconceptions and …
06.10.2024
The Kids Are Alright, But Are They Right for the Family Business?
Passing down a family business can be both a source of pride and a complex challenge. Wealthy families often hope their children will continue the …
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Recent Posts
Common Pitfalls After Unexpected Wealth—and How to Avoid Them
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford ...
<p>The post New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
