Year-end taxes under OBBBA: model bunching, bonus depreciation, Roth moves.
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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…
When should you claim Social Security? Learn to analyze the tax impact, spousal benefits, and your portfolio to make a strategic retirement planning decision.
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.
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.
Discover how to teach children about the true meaning of wealth. Learn practical strategies for instilling financial values like gratitude, stewardship, and generosity that transform how kids view and manage money for life
