03.30.2023
The “F” Word
When you’re looking for someone to help you manage your finances, you’ll often hear the term “fiduciary” thrown around. But what exactly is a fiduciary, …
Blog
03.29.2023
“Maximize Your Business Exit Value with a CEPA: Find Success with Shah Total Planning”
The day will come when every business owner must face the inevitable: the exit. Whether through retirement, acquisition, or a new venture, leaving your business …
03.23.2023
2024 Green Book Tax Proposals
Recently, President Biden unveiled his 2024 Green Book tax proposals, which detail a number of potential changes to the US tax code. If these proposals …
03.22.2023
Charitable Planning with Retirement Assets
In a recent blog post, https://www.wealthmanagement.com/high-net-worth/charitable-planning-retirement-assets WealthManagement.com explored the benefits of charitable planning with retirement assets. The article highlights how individuals can use their retirement …
03.20.2023
Top 5 Reasons why you should work with an Estate Planning Attorney who is also a Financial Advisor
Estate planning is an essential process that involves making decisions about how your assets will be managed and distributed after you pass away. It is …
03.17.2023
Good Will Hunting?
Help Clients Plan for Goodwill When Selling a Business (wealthmanagement.com) Selling a business is a complex process that involves many important factors. One of the …
03.16.2023
America’s Wealth Move: The Changing Face of Wealth in the US
America’s Wealth is on the Move The distribution of wealth in the United States is constantly evolving. A recent article (posted above) reveals that over …
03.15.2023
Who is the FDIC? What is SIPC?
The Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation (SIPC) are two organizations that play crucial roles in protecting the interests of …
03.13.2023
Top 5 states with the lowest property tax
Property taxes can be a significant expense for homeowners, particularly in areas with high rates. While property taxes fund essential public services such as schools …
03.09.2023
Buying High or Buying Low?
By now many of you may be receiving your credit card statements showing how much you paid for flowers or candy for Valentine’s Day. An …
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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>
