02.17.2016
What Is The Scariest Tax Form?
Tax lawyers and accountants spend the majority of their time focusing on exposure and you should as well. This means sometimes watching the calendar …
What Is The Scariest Tax Form?
Tax lawyers and accountants spend the majority of their time focusing on exposure and you should as well. This means sometimes watching the calendar and clock until you are cleared of auditing exposure. The IRS typically will have three years to audit you. If you make a mistake with your offshore account reporting, however, the IRS gets six. There are other situations where they may get more.
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Blog
02.16.2016
Avoid These Critical Mistakes When You Are Dividing Your Retirement Assets During Divorce
From the perspective of wealth management, the most important aspect of dividing property in divorce is usually the treatment of your non-qualified and retirement assets. …
02.15.2016
Estate Planning Tips to Avoid Probate
When you pass away your property and possessions may go through a process known in New Jersey as probate. This means that your assets are …
02.12.2016
Three Tips for Evaluating What Your Company is Worth
When thinking about the future of your company and the value of business succession, it is extremely beneficial to be knowledgeable about how this process …
02.11.2016
Key Elder Law Planning Tips
Three of the most important aspects of approaching an older age involves planning for incapacity, planning for long-term care, and planning for death. Each of …
02.10.2016
Can Assets Inside an LLC Be Protected From Creditors?
One of the most popular asset protection tools available today is an LLC. LLCs that are managed properly are typically safe from the reaches …
02.09.2016
What You Need to Know About Private Family Trust Companies
Many individuals who are approaching the process of estate planning, they have several key concerns as it relates to putting together the materials that …
02.08.2016
Estate Planning: What Do I Need Vs. What Can I Toss?
When you’re organizing your documents for estate planning purposes, you can also run the risk of keeping too many things, just as you might otherwise …
02.05.2016
Time to Sell Your Tech Company? Keep These Tips in Mind
There are many different factors that can trigger the discussion about selling your much-loved tech company: nervous investors, sudden success, industry consolidation, or burned-out founders. …
02.04.2016
Preparing for Your First Estate Planning Meeting
Although your estate planning attorney can help you walk through the basics of your plans for the future, it’s also a good idea to be …
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From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
