Financial Planning

Filters
financial planning for people with disabilities

3 Things to Know About Financial Planning for People with Disabilities

Financial planning can already be a daunting task, but for those with disabilities, there are added complexities that need to ...

cash balance pension plan

Cash Balance Pension Plan

What Is a Cash Balance Pension Plan A cash balance pension plan is a type of employer-sponsored retirement plan that ...

capital accounts big law partners

Maximizing Financial Success in Big Law: A Guide for Associates at Different Career Stages

As the compensation landscape for Big Law associates continues to evolve, new financial implications also arise, making it more important ...

education planning fafsa

How Savvy Investors Plan for Education Expenses

There is a changing reality for many parents – advanced planning and a long-term strategy for financing a child’s education ...

investor behavior

Beyond Wealth: Integrating Financial Planning and Investor Behavior

As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add ...

tax savings qsbs

The Powerful Tax Savings of “Qualified Small Business Stock”

IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs ...

tax savings qsbs

Tax Planning Opportunities with QSBS – “Packing” & “Stacking”

Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by ...

tax law changes

Estate Planning in Light of Current Law: Your Questions and Our Answers – 2024 Update

This post will help you consider estate planning strategies in light of the current federal estate, gift and generation skipping ...

IDGT

What is an Intentionally Defective Grantor Trust (IDGT)?

Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth to family members during the ...

tax cheat sheet

2024 Federal & State Estate and Gift Tax Cheat Sheet

Here we have provided a “cheat sheet” to keep in mind for 2024 federal estate, gift, and GST exemptions, as ...