When your tax strategy runs out of steam, it’s time for a smarter, longer-term solution. When Tax Strategies Stall Over the last decade, direct indexing has become a go-to strategy for building wealth in a tax-efficient way—harvesting losses to offset gains while mirroring a broad market index. …
There’s good news on the compliance front—FinCEN has issued an important interim final rule that significantly reduces the burden on many U.S. businesses and individuals. …
As a business owner, you’ve poured your heart, soul, and countless hours into building a successful enterprise. Now, as you look toward the future, you face a delicate challenge: how …
When you start dipping your toes into estate planning, one of the first things you’ll hear about is probate. It’s a word that often comes …
The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to use tariffs as a tool to advance both economic and national security goals. …
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re hoping for a refund or bracing for a bill, there’s …
In a recent Fortune article titled “More than 8,000 family offices are revolutionizing wealth management. Are you rich enough to start one?”, the spotlight shines on the booming world of family offices. These private wealth management …
For many long-time business owners who have sold their businesses, understanding the tax implications of the transaction is crucial. One key consideration is the Net …
The SECURE 2.0 Act of 2022 introduced a significant update for individuals aged 60 to 63 who want to boost their retirement savings. This new …
Recent developments in tariff policies have made waves in global markets, leading to significant economic uncertainty. As highlighted in Jason Blackwell, CFA’s article, tariffs are …
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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>
