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Empowering Your Estate: The Dynamic Partnership of Estate Planning Attorneys & Wealth Advisors
7 minutes read

Empowering Your Estate: The Dynamic Partnership of Estate Planning Attorneys & Wealth Advisors

The Dynamic Partnership of Estate Planning Attorneys & Wealth Advisors Co-Author – Amy R. Koontz, Attorney at Malouf Nakos Jackson & Swinson, P.C. As American retirees prepare to transfer a staggering $36 trillion over the next 30 years to families, friends, and charitable organizations upon death1, it’s critical to understand that a seamless transfer of wealth requires more than just a will.…
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Maximizing Real Estate Returns in Texas
7 minutes read

Maximizing Real Estate Returns in Texas

Maximizing Real Estate Returns in Texas: Investment Strategies & Ownership With Texas's changing property tax landscape, real estate is becoming an increasingly attractive asset class. Discover if and how real estate may fit within your investment portfolio. Governor Abbott recently signed one of the most significant property tax cuts in American history, officially using $18 billion of the state’s…
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The Corporate Transparency Act
3 minutes read

The Corporate Transparency Act

The Corporate Transparency Act: Implications and Considerations As the clock ticks closer to January 1, 2024, businesses across the nation are preparing for the implementation of the Corporate Transparency Act (CTA). This landmark legislation aims to enhance transparency and accountability in the corporate world. Here we will discuss the main provisions of the CTA, discuss its implications for small…
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Maximizing Tax-Advantaged Wealth: Creating Strategic Partnerships Between CPAs & Wealth Advisors
5 minutes read

Maximizing Tax-Advantaged Wealth: Creating Strategic Partnerships Between CPAs & Wealth Advisors

One of the most significant threats to the long-term success of wealth accumulation, particularly for high-net-worth individuals, is the burden of taxes. The question to all finance professionals, from CPAs to wealth advisors, is simple: What steps can we take now to proactively help maximize wealth and minimize tax burdens in the future? Often, these strategies require the partnership of a CPA and…
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Secure Your Business Legacy: The Power of Buy-Sell Agreement Planning for Business Owners
6 minutes read

Secure Your Business Legacy: The Power of Buy-Sell Agreement Planning for Business Owners

The Power of Buy-Sell Agreement Planning for Business Owners As a business owner, ensuring the long-term success and continuity of your enterprise is usually at the very top of the list of priorities. One of the essentials that can help you achieve this goal is effective buy-sell planning. This article delves into the significance of buy-sell planning for business owners and highlights the key strategies…
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Understanding Your Retirement Benefits: Things to consider as a BP Executive Preparing to Retire
7 minutes read

Understanding Your Retirement Benefits: Things to consider as a BP Executive Preparing to Retire

How do I make the most of my BP retirement benefits? As one of the most lucrative positions in the oil and gas industry, BP executives enjoy exceptional employee benefits. However, navigating these offerings can be overwhelming, even for high-level executives. From cash compensation and severance packages to stock options and bonuses, the array of benefits can be daunting to navigate—especially anticipating…
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Managing Your 401(k) After Job Transition: Key Considerations & Advanced Tax Strategies
6 minutes read

Managing Your 401(k) After Job Transition: Key Considerations & Advanced Tax Strategies

What to do with Your 401(k) after Leaving a Job: Key Considerations & Advanced Tax Strategies When navigating a job transition, whether entering retirement or an unexpected layoff, one crucial aspect that requires careful consideration is what to do with your 401(k) plan. Making informed choices is of utmost importance to safeguard your financial future. By taking stock of your existing plan and…
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A Comprehensive Guide to the Private Equity Due Diligence Process
4 minutes read

A Comprehensive Guide to the Private Equity Due Diligence Process

Private equity investments offer the potential for significant returns, but they also carry a considerable amount of risk. Therefore, conducting a thorough due diligence process is crucial to evaluate the viability and suitability of these opportunities. We have constructed a robust infrastructure that allows us to bring private equity opportunities directly to you, ensuring a more transparent and…
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