Financial Planning

Tax Strategies for Retirement: Ed Slott Discusses Estate Planning, and Saving Millions on Taxes. Tax Strategies for Retirement: Ed Slott Discusses Estate Planning, and Saving Millions on Taxes.

*Questions about retirement taxes? We've got answers!*In this video, we dive deep into retirement..
New Tax Law - Benefits to Retirees & Seniors New Tax Law - Benefits to Retirees & Seniors

The new tax law just signed on July 4th includes major changes that could directly impact your..
Do I Need An LLM In Tax To Do Estate Planning?! Do I Need An LLM In Tax To Do Estate Planning?!

You don't need to be a legal or tax expert to launch an estate planning practice!
The 5 Worst States to Live in When You Die – Hidden Taxes They Don’t Tell You About The 5 Worst States to Live in When You Die – Hidden Taxes They Don’t Tell You About

In this video, Toby Mathis and attorney John Anderson reveal the five worst U.S. states to pass..
The PERFECT Retirement Tax Plan (Step by Step Guide) The PERFECT Retirement Tax Plan (Step by Step Guide)

Schedule a call with us to see how we can help you get more out of retirement 👇🏼 VIDEO: How to..
The Ultimate Guide to Parking for Business Events in Douglas County, Nebraska The Ultimate Guide to Parking for Business Events in Douglas County, Nebraska

Learn about the parking situation for business events in Douglas County, Nebraska from an expert..
The Insider's Guide to Business Events in Douglas County, Nebraska The Insider's Guide to Business Events in Douglas County, Nebraska

Learn about the key players involved in organizing and planning business events in Douglas County,..
Minimize State-Level Estate Tax: Estate Planning Strategies Minimize State-Level Estate Tax: Estate Planning Strategies

Our estate planning law firm is based in Louisiana and trusted by families nationwide. We’ve built..
Can I Take Steps Now to Avoid Guardianship in Indiana? Can I Take Steps Now to Avoid Guardianship in Indiana?

It can be difficult to consider a future in which you are no longer able to manage your own affairs...
Outstanding government invoices date back to 2006 Outstanding government invoices date back to 2006

Quadient findings show Government departments owed at least £290K but owe at least £1.7 million UK..
Autumn Budget 2025: What Changes Might Be on the Horizon? Autumn Budget 2025: What Changes Might Be on the Horizon?

As we look ahead to the Autumn Budget 2025, it is clear that the Chancellor, Rachel Reeves, will be ..
Gift Taxes: What the IRS Doesn''t Tell You! Gift Taxes: What the IRS Doesn''t Tell You!

Learn all about gift taxes in this comprehensive video by Attorney Andrew Bethel of Bethel Law...
What Are The Potential Estate Tax Law Changes? - Wealth and Estate Planners What Are The Potential Estate Tax Law Changes? - Wealth and Estate Planners

What Are The Potential Estate Tax Law Changes? In this informative video, we will discuss the..
What to Consider Before Expanding Your Facility or Hiring Staff What to Consider Before Expanding Your Facility or Hiring Staff

Growth is exciting. It means your business is working. Customers are returning, sales are rising,..
Estate Planning for High Net Worth Individuals | Dana Whiting Law Estate Planning for High Net Worth Individuals | Dana Whiting Law

In this video attorneys, Matt Dana and Trevor Whiting as they dive into the complexities of estate..
How the New Tax Law Will Actually Affect Your Tax Bill ($6,000 Senior Deductions, Roth, IRA) How the New Tax Law Will Actually Affect Your Tax Bill ($6,000 Senior Deductions, Roth, IRA)

The Big Beautiful Bill is making waves, and it’s bringing some important changes for..
How to Prepare for the SBA’s Collateral Requirements Without Risking Everything How to Prepare for the SBA’s Collateral Requirements Without Risking Everything

Few resources are as popular or reliable when it comes to small business funding as SBA loans. With ..
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Loan Programs in Anoka County, Minnesota: A Guide to Determining Your Eligibility Loan Programs in Anoka County, Minnesota: A Guide to Determining Your Eligibility

Are you a resident of Anoka County, Minnesota in need of financial assistance? Learn how to..
Expert Tips for Applying to Loan Programs in Anoka County, Minnesota Expert Tips for Applying to Loan Programs in Anoka County, Minnesota

Learn about the necessary documents for applying to loan programs in Anoka County, Minnesota from a ..
What You Should Know about SSDI and SSI What You Should Know about SSDI and SSI

Experiencing a disability that hinders your ability to work can profoundly affect your financial..
What is the Child Tax Credit (CTC)? What is the Child Tax Credit (CTC)?

If you’re a parent or caregiver, you’ve probably heard about the Child Tax Credit (CTC). It’s one..
How an Irrevocable Life Insurance Trust (ILIT) Fits into Your Estate Plan How an Irrevocable Life Insurance Trust (ILIT) Fits into Your Estate Plan

Crafting a comprehensive estate plan often requires using various legal tools and strategies to..
Buy or Lease? An In-Depth Look at the Costs of Buying and Leasing a Car Buy or Lease? An In-Depth Look at the Costs of Buying and Leasing a Car

Updated for tax year 2024. Are you ready for a new set of wheels? A new vehicle is a..
Financial Planning First: The Smart Move Before Selecting Health Insurance in Johnson City Financial Planning First: The Smart Move Before Selecting Health Insurance in Johnson City

Choosing the right health insurance plan is a significant financial decision that requires careful..
Health Insurance Planning for Self-Employed Individuals Health Insurance Planning for Self-Employed Individuals

Learn about the key considerations for self-employed individuals when it comes to health insurance..
Navigating the Complex World of International Financial Planning Navigating the Complex World of International Financial Planning

Learn about the importance of international financial planning, the tax implications involved, key..