Explore how art investors can protect and transfer their collections using trusts, family entities, and tax-efficient strategies. Learn how to integrate art investments into a …
Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term “estate,” they often think it only includes things like a home, investment accounts, or …
The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of Management case study “What’s Next: The Entrepreneur’s Epilogue and the Paradox of Success” reveals a different story: a “paradox of success” …
Planning for the future means more than just saving for retirement—it involves creating a strategy to transfer wealth across generations. An integrated plan for generational …
Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal and business finances can help you avoid costly mistakes, save …
Selling a business is often the entrepreneurial dream, but the aftermath can feel like a void. The Yale School of Management case study “What’s Next: The …
Adaptable trust planning: Your key to preserving wealth amid tax uncertainties. In an era where tax laws are in constant flux, high-net-worth families and their advisors must employ adaptable trust strategies to safeguard and efficiently transfer wealth. …
In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of the nation in recognizing federal grantor trust rules. Governor Josh Shapiro signed Senate Bill …
Learn how investors holding Apple, Tesla, or Berkshire Hathaway stock can reduce risk and manage taxes when diversifying. Why Concentrated Stock Holdings Are Risky Over the past few decades, many successful investors, executives, and …
A solid financial plan covers everything from investments and retirement to taxes and estate planning. But even the most thorough plan can fall short if …
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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>
