Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth celebrating.
New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026
Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth …
The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know …
As political and economic instability roils Venezuela in early 2026, investors are reminded that uncertainty is real — and diversification remains essential to protecting wealth. …
Prepare for tax season with confidence. Discover essential documents, planning tips, and strategies tailored for high-income earners, business owners, and legacy-focused families. Start the New …
This holiday season, consider turning your cash gifts into long-lasting financial legacies using smart tools like investment accounts, trusts, and strategic transfers. Here’s how. Giving …
As the year draws to a close, it’s the perfect time to review your estate plan. Discover why proactive year-end estate planning protects your legacy …
Kick off the new year with these 7 essential financial strategies designed for business owners, high-net-worth individuals, and legacy-minded families. Learn how to align your …
Estate planning isn’t just for the wealthy or elderly. Learn when and why it’s important to create or update your estate plan to protect your family, wealth, and legacy. One of the most common questions we hear is: “When should I do my estate plan?” The short answer? As …
Discover key insights on economic trends, interest rates, inflation, and market opportunities for Q4 2025. Learn what investors can focus on amidst mixed signals. As we enter the final quarter of 2025, the …
The IRS is deploying AI tools like Salesforce Agentforce to streamline compliance and appeals. Here’s what high-net-worth individuals, business owners, and legacy-minded families should understand—and how to plan accordingly. The IRS Goes High-Tech: What You Should Know Earlier …
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A concentrated stock position can significantly impact portfolio risk and tax planning. Explore considerations for executives, founders, and business owners managing single-stock exposure. Success often creates complexity. For business owners, executives, ...
<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...
<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Major life changes can unintentionally disrupt your estate plan. Learn the five key events that should prompt a review to protect your family, assets, and ...
<p>The post Estate Planning Is Not “Set It and Forget It”: 5 Life Events That Should Trigger a Review first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
