Discover how changes under the OBBBA can encourage a shift to strategic charitable planning. Learn ways to meet new deduction thresholds and align your giving with your long-term wealth goals.
Read More
Year-end taxes under OBBBA: model bunching, bonus depreciation, Roth moves.
Many believe the best time for crucial tax planning is in December, but October is often the sweet spot for Roth conversions. A Roth conversion gives you the power to…
Effective retirement planning in your 50s means addressing common blind spots. Learn to properly calibrate risk, optimize your savings, and create a cohesive financial plan.
Discover how the new permanent $15-million federal estate tax exemption changes legacy planning. We explain its impact on your strategy and state estate taxes.
Handing off your business? Learn what makes a strong successor, from vision to emotional intelligence, and get insights on the hardest parts of the transition.
Learn how successful families build multigenerational wealth by reinforcing values and financial literacy with their children to create a legacy of purpose.
Get actionable strategies to prepare your Atlanta business for a confident future. Learn how to separate from daily operations and explore options for continued involvement.
What happens when your company isn’t ready for your exit? Find out what makes a founder indispensable and why proactive succession planning is essential for your legacy.
Navigate the complexities of long-term care with our comprehensive guide. Learn key questions to ask and how to integrate planning into your wealth strategy.
