Topics
Topic:
Tax Planning
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Estate Planning Essentials: Leveraging Strategic Tools for a Lasting Legacy
Creating a comprehensive financial plan isn’t just about maximizing returns or minimizing taxes—it’s about building a legacy that lasts for generations. At the core of any robust financial plan lies a strategic approach to estate planning, utilizing tools like Transfer on Death (TOD) designations, wills, trusts, and strategic account ownership structures. While we don’t draft…
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Important Dates 2024
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Evensky & Katz / Foldes
This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips. Key Features Include:
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Important Milestones 2024
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Evensky & Katz / Foldes
Our updated “Important Milestones” guide now incorporates the latest changes from The SECURE Act 2.0, effective for 2024. This essential resource provides a clear overview of key milestones based on age, residency, and personal circumstances. Key Features Include: Stay informed and make the most of these significant milestones with our easy-to-use guide.
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Important Dates 2023
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Evensky & Katz / Foldes
This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips. Key Features Include:
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Beyond Billable Hours: Financial Considerations for Legal Professionals
As a partner or shareholder of a law firm, your financial structure might be less predictable or straightforward compared to traditional salaried employees. Between irregular cash flows from legal settlements, dividends, and distinct firm-related structures, there are complex tax and cash flow considerations that should be addressed in your financial plan. 1. Unpredictable Cash Flows…
