05.15.2024
Navigating the Significance of Age 59½ in Retirement Planning
As we approach the milestone age of 59½, it’s crucial to understand the implications this has on retirement planning, notably for those born in the …
Blog
05.13.2024
Choosing a Retirement Plan that Fits Your Business
If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, …
05.10.2024
Your Essential Financial Guide for 2024: Key Dates and Tax Changes
The financial landscape of 2024 brings numerous deadlines and changes that could impact your financial planning. From tax rates to retirement contributions, staying informed can …
05.08.2024
Scams
I recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con …
05.06.2024
401k Millionaires on the Rise
As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached …
05.03.2024
Sell or Rent: Deciding What to Do With Your Home
The decision on whether to sell or rent your home is trickier than other financial decisions because of the emotional ties you have to your …
05.01.2024
Should You Gift Your Business Interests into a Trust?
As business owners plan for the future, the decision to transfer business interests into a trust can be pivotal. One sophisticated strategy involves gifting privately held business interests into a trust—be it revocable or irrevocable. The distinction is crucial: …
04.29.2024
Wealthy Kids and the Money Monster
Inheriting a fortune may prevent a life of financial hardship, but the inheritance may bring other problems. Consider how much to leave your kids by …
04.26.2024
Understanding Restricted Stock Units (RSUs): A Key Component of Employee Compensation
At your workplace, you may be offered restricted stock units (RSUs) as part of your compensation package. RSUs are shares of the company stock that …
04.24.2024
Intellectual Property Rocks in a New Digital Era
How will your IP work for you in your retirement and beyond? In 2023, the music industry witnessed a groundbreaking shift, as iconic bands like …
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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>
