Engaging the Next Generation is Key to Successful Family Business Transfers
It is crucial to involve the next generation early in the process of transferring a family business. By communicating openly with younger family members from …
It is crucial to involve the next generation early in the process of transferring a family business. By communicating openly with younger family members from …
In 2023, the world of exchange-traded funds (ETFs), a type of investment fund, experienced a significant change. Many ETFs were closed down – a total …
As we approach 2024, it’s essential for individual taxpayers to stay informed and prepared for their tax planning. This article covers several key areas: For …
In the face of looming recessions, investors often confront the dilemma of whether to continue investing in stocks or to switch to cash holdings. It’s …
The Internal Revenue Service (IRS) has recently announced a critical change that could significantly impact taxpayers who underpay their taxes. This update is particularly relevant …
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look …
Every October, the Social Security Administration announces potential changes in Social Security benefits for the upcoming January, influenced by the rate of inflation. For 2024, …
When it comes to retirement planning, understanding the intricacies of Roth IRA conversions is crucial. One key aspect is the 5-year rule. This rule dictates …
As the year draws to a close, it’s a perfect opportunity to rethink how you give to charity. This is important for managing how much …
As the year draws to a close, it’s crucial to consider how small financial adjustments can lead to significant tax savings. This guide outlines several …
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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>