The Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting requirements are once again enforceable following a recent court ruling. Here’s what business …
On February 13, 2025, U.S. Senators Kevin Cramer (R-ND) and John Thune (R-SD) introduced the Death Tax Repeal Act, a bill aimed at permanently eliminating …
When people hear the word “trust,” they often assume it’s a tool reserved for the ultra-wealthy to pass down millions of dollars to future generations. However, trusts are not just for the wealthy. In fact, they can …
As 2025 begins, clients and advisors should be proactively planning to optimize their wealth strategies. With potential tax changes, the sunsetting of certain exemptions, and evolving regulations, staying ahead …
When it comes to estate planning, many high-net-worth individuals hesitate to transfer assets out of their control. A common misconception is that once assets are …
Investing is one of the most effective ways to grow your wealth over time. While it comes with risks, a well-planned strategy can help you …
Tax Preparation Tips Organizing your documents ahead of tax season can save time and ensure you don’t miss out on potential deductions. Be sure to …
On January 23, 2025, the U.S. Supreme Court made headlines by granting the government’s motion to stay a nationwide injunction that had temporarily halted enforcement …
A well-structured financial system is the foundation of a healthy financial life. By organizing your financial documents, you can save time and money, reduce stress, …
Tax season can feel overwhelming, but careful preparation can make filing easier and help you save money. Here’s a summary of important updates, tips, and …
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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>
