Discover how the One Big Beautiful Bill Act (OBBBA) significantly enhanced Qualified Small Business Stock (QSBS) tax benefits, potentially exempting gains of $15 million or …
Every September, National 401(k) Day is a timely reminder of how crucial retirement planning is to your overall financial strategy. Falling this year on Friday, September 5, this day highlights the importance of reviewing your savings plan—and making sure you’re truly on track …
A family‑business trustee can be compelled to sell unless the trust legally mandates retention. Learn why coordinated legal, tax, accounting, and financial planning—like the integrated …
Second marriages and blended families create unique IRA and retirement planning challenges. Learn the risks, opportunities, and strategies to safeguard your wealth and family legacy. …
Navigate today’s economic uncertainties by optimizing your business entity structure. Learn key differences between C-Corps, S-Corps, and LLCs, and proactively manage interest expense limits under …
In a rare ruling, a Delaware court upheld a self-settled asset protection trust. Here’s what this means for high-net-worth families, and why Omni Legacy Law …
Franchise owners in both food and non-food industries face rising costs. Here’s how to protect margins by watching COGS, labor, pricing, customer count, and feedback. …
Discover how choosing a trusted advisor who prioritizes your interests, transparency, and strategic advice can help secure your financial future and legacy. When it comes …
Discover why investors might want to reconsider their global diversification approach in today’s evolving economic landscape and how strategic adjustments could protect and grow your …
Discover practical strategies to overcome procrastination in estate planning, protect your assets, and secure your family’s future with confidence and clarity. Are you procrastinating on …
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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>
