Here are seven strategic approaches to business tax deductions that are both powerful and accessible, curated for consideration before the close of the year 2023: …
The Federal Reserve left interest rates unchanged at their meeting on November 1st. They continued to state that they are closely tracking inflation and the …
The recent announcement of a 3.2% increase in Social Security benefits for 2024 aims to counter inflation pressures, yet it may not significantly ease the …
In recent years, financial advisors have increasingly been setting up donor-advised funds (DAFs) for clients who wish to contribute to charities. Despite the advantages, some …
The Department of Labor (DOL) has taken a firm step in ensuring financial advisors act in the best interests of their clients, especially when it …
In the ever-changing world of finance, geopolitical events can play a significant role in affecting the markets. Geopolitical risks refer to the unpredictable political and …
In the complex realm of financial planning, ensuring a prosperous future for your loved ones is a top priority. Especially when it comes to saving …
When one hears “Russell 2000 Index”, the immediate presumption is a focus on stocks that rank below the top 1,000 in the US market. Surprisingly, …
In the world of financial planning and wealth management, there are numerous credentials professionals can obtain. Two of the most well-known are the CFA (Chartered …
In the intricate world of investments, understanding the landscape is akin to understanding life itself. Just as life weaves together elements of science, art, and …
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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>
