12.03.2014
Small Business Year-End Tax Planning
According to the Small Business Administration, small businesses typically pay tax rates from between 13.3% (for sole proprietorships) up to 26.9% (for S corporations). Regardless …
Blog
12.02.2014
Miller Trusts Now Approved In New Jersey
A much-awaited change has now come to New Jersey. In the past, two programs related to elder care determined eligibility in New Jersey: the …
12.01.2014
How To Handle a Financial Windfall, Like Royalties
Certainly, experiencing a financial windfall can be a positive experience, especially during the holiday season. The downside of earning royalties or bonus money, however, is …
11.28.2014
Study Shows Higher Confidence About Retirement
According to new research from the Employee Benefit Research Institute, Americans who are approaching the retirement window are more confident than in recent years. The …
11.26.2014
Thanksgiving Message from Neel Shah, Managing Attorney
We have so much for which to be thankful this year. Managing attorney Neel Shah recorded this quick video with his wife, Pinky Shah of NJ …
11.25.2014
Can You Trusts and Estate Advice From a Non-Attorney?
Most people putting together a comprehensive estate plan may involve other professionals like a CPA, Financial Advisor or Insurance Professional, but you should always be …
11.24.2014
Key Tips for Out-of-State Retirement
A new report from Bankrate has reviewed the best state for retirees to head off to in their golden years, and Florida did not make …
11.20.2014
To Convert Or Not To Convert: Roth IRAs
Any decisions you make about converting your Roth IRA should be evaluated in light of taxes and your entire estate plan. You need to consider …
11.19.2014
Protecting Inherited Assets in Divorce
Divorce generates a lot of difficult questions about property division, but one of the most challenging questions you don’t want to have to consider is …
11.18.2014
Does Moving Influence Your Estate Plan?
In the midst of a crazy move, no one will blame you if you forget about the possible impact on your estate plan. Once you’ve …
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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>
