Estate Planning for Business Owners: Initial Tips
Many business owners want to pass on the family business to their kids, but it’s important to remember that this should be a decision …
Many business owners want to pass on the family business to their kids, but it’s important to remember that this should be a decision …
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Call us …
Even in the tightest of families, talking about money can make anyone nervous. If you’ve got an aging parent, though, it’s a wise idea to …
Whether you need a will or a trust in your estate plan is dependent on numerous factors, especially your income, the value of your assets, …
It’s the most popular time of year for people to be setting goals, so it’s in your best interest to cash in on this extra …
Every year it’s a good idea to check in and see what changes are coming about with regard to taxes as this may influence your …
High net worth clients often face a challenge when it comes to figuring out how much should be left behind for their children. And the …
As a business owner, you have multiple responsibilities to different people, and one of them involves critical long-term planning for your company. There are multiple …
Did you know that marriage proposals that occurred during November and December make up more than one quarter of all marriage proposal throughout the year? …
The holidays are certainly a busy time, but it’s also a good opportunity to get your family members together and discuss critical estate planning issues. …
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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>
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>
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>