06.07.2024
Essential Steps for Solo Agers: A Comprehensive Guide
Aging solo comes with unique challenges, especially without the support of close family. To ensure a secure and fulfilling life, solo agers should take proactive …
Blog
06.05.2024
Key Thoughts on the Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your …
06.03.2024
Financial Planning for the Generations
In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. It is …
05.31.2024
Choices for Your 401(k) at a Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to …
05.29.2024
Do You Owe The AMT?
American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said that turnovers are the great equalizer. In taxes, there’s also …
05.28.2024
What is the Value of Your Business?
In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000, down 14% from the same …
05.24.2024
Immediate vs. Deferred Annuities
Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement. With about $2.2 trillion …
05.22.2024
According to Young Investors, Progress Toward Goals Matters Most
Younger and older investors are likely to have different preferences in music, movies, and fashion. How about investments? And if so, what does it mean …
05.21.2024
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview
In today’s aging society, many families face the responsibility of caring for elderly parents. This task can be daunting, involving complex decisions about health, legal …
05.17.2024
The Fed Started to Ease. Did You Miss It?
Some have been waiting for the Fed to lower interest rates and confirm it will ease monetary policy, which may result in lower home mortgage …
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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>
