07.13.2023
New York State of Mind Fading? Wealthy New Yorkers Leaving Later in Life
New York is home to many wealthy families. Yet, the way these families are taxed could harm the state more than help. This is what’s …
Blog
07.12.2023
His ‘Airness” Schools us on Philanthropy
Everyone knows Michael Jordan – he’s not just one of the greatest basketball players of all time, but also an influential philanthropist. His latest act …
07.10.2023
Crypto Currency Scams Targeted at the Elderly
It’s not a secret: cryptocurrency is a hot topic right now. It’s new, exciting, and – potentially – very profitable. But as the interest in …
07.06.2023
Are Wealthy Americans and Brits Leaving Their Home Country and, if so, Where Are They Going?
Hey there, young scholars! Let’s talk about something fascinating: the world of wealthy people and the places they like to call home. You might have …
07.05.2023
Where’s The Money? Global and North American Wealth Decreases
In the milieu of 2022, North American wealth underwent a significant contraction, as it faced an 8% decrement. Amidst this scenario, high net worth individuals …
07.03.2023
A Titan Passes: Harry Markowitz, Father of Modern Portfolio Theory, Dies at 95
Celebrating the Life and Legacy of a Nobel Laureate who Transformed the World of Finance Harry Markowitz, a trailblazer in the realm of finance and …
06.29.2023
Raising the Golden Number: Americans Say They Need $1.27M To Retire Comfortably
In a society that’s seeing ever-increasing costs of living and medical care, Americans have recently reported a new golden number for retirement. A survey conducted …
06.26.2023
The Pillar of Prosperity: How Discipline Unlocks the Door to Intelligent Investing
In the fast-paced world of investing, there’s one attribute that often takes the backseat yet is undeniably crucial – discipline. The thrill of plunging into …
06.22.2023
Levers and Landmines of Annuity Products
Unlock the Power of Annuities and Sidestep Potential Pitfalls with Shah Total Planning Annuity products have become increasingly popular among individuals planning for retirement or …
06.21.2023
Pre-Tax or Roth? Your 401(k) Options Explained
Deciphering the world of retirement savings can be like solving a puzzle. And, when it comes to choosing between Pre-Tax or Roth options for your …
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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>
