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Featured
March Market Recap & Outlook
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Investments
January Market Recap & Outlook
Estate Planning
Powers of Appointment, An Amazing Planning Tool Under the New IRA Stretch Trust Regulations
Retirement
Social Security Announces 5.9% Benefit Increase for 2022
Estate Planning
Income Tax Changes Under the September 13th House Ways and Means Proposed
Estate Planning
Possible Estate Tax Law Changes – What To Do Now
Tax Minimization
Direct Payment of Tuition
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Estate Planning
Possible Estate Tax Law Changes – What To Do Now
Tax Minimization
Direct Payment of Tuition
Estate Planning
The Demise of Equity Split Dollar in Estate Planning
Estate Planning
Florida Community Property Trusts
Estate Planning
Get your SLAT – That’s Where It’s At (Part 2)
Estate Planning
Get your SLAT – That’s Where It’s At (Part 1)
Tax Minimization
Republican Response to President Biden’s American Jobs Plan
Tax Minimization
Estate Planning for Basis Transfers While Avoiding Anti-Mixing Bowl Provisions
Retirement
IRS Postpones Deadlines for 2020 IRA Contributions and Other Transactions
Tax Minimization
Potential Changes to the Estate Tax Regime under the New Administration
Business
What Advisors Need to Know About the Restaurant Revitalization Fund
Asset Protection
Utilizing the Enhanced Lifetime Exemption with Spousal Lifetime Access Trusts
Tax Minimization
Tax Court Provides Some Clarity on a Tax Planning Technique: Charitable Gifts of S-corporation Stock
Estate Planning
Congress Gives Boost to Life Insurance Policies
Tax Minimization
Possible Tax Law Changes and How They Could Impact You
Retirement
Inflation-Adjusted Tax Brackets Announced for 2021
Investments
Is This Another Tech Bubble?
Estate Planning
Trump, Biden & Your Taxes
Business
Gas Station / Convenience Store – Significant Bonus Depreciation Opportunity
Business
Executive Compensation Plans: How to Understand and Proceed with Restricted Stock and Stock Options
Retirement
New Tax Relief for Required Minimum Distributions
Asset Protection
Real Estate Developers: The Audit You Welcome
Real Estate
Cost Segregation Studies & Bonus Depreciation for Real Estate
Business
We Compliment Not Replace Your Agent
Business
Real Estate Outlook – An update on Financing Options Amid Coronavirus
Asset Protection
Paycheck Protection Program Funding Update – April 21, 2020
Insurance
Life Insurance: The Devil Is In The Details
Business
Real Estate Outlook – April 9th, 2020
Real Estate
Tax Benefits of the CARES Act for Real Estate Owners
Asset Protection
Back Office Risks for Real Estate Investors & Developers
Tax Minimization
Is your tax plan optimized for 2018?
Estate Planning
Reduce Tax Liability on RMDs
Investments
Tax Planning For Owning A Second Home
Investments
Want To Earn An Extra 3% Annually On Your Investments? It’s Time To Get Help
Business
Are You Claiming A Home Office Deduction?
Tax Minimization
New Tax On Lawsuit Settlements — Legal Fees Can’t Be Deducted
Asset Protection
Financial Wellbeing Demands Specialized Wealth Care
Business
Pay A Fee For Life Insurance Consulting? Why Would I Do That?
Asset Protection
Public Service Announcement: Tax-reform Critical Information
Business
The Center For Wealth Planning Is Now Atlantic Wealth Partners
Investments
Should A Parent Serve As Trustee Of A Special Needs Trust?
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