TriathlonPartnersTV: The TAX-Apocalypse is Coming !!!
By iraThe American Housing & Economic Mobility Act will lower the estate exemption and raise estate tax rates, which will start at 55%. When current income brackets expire at the end of 2025, which direction will they go? Is your current marginal federal income bracket 32%? How high is your state and city tax, 6%, 10%,
Read More TriathlonPartnersTV: Charity Donations, How to Maximize
By iraOur clients prioritize giving to CHARITY. Our role is to maximize the impact of their generousity and provide financial support for their causes in good and bad economic times. Ira discusses on TriathlonTV several strategies that will make donations of all sizes larger. Appreciated assets and Donor advised funds sound complicated, but in fact take
Read More TriathlonPartnersTV: Estate Planning
By iraEstate planning was once a concern reserved for the uber wealthy. Times have changed, as current exemptions of $14 million per individual or $28 million per couple are set to expire on 31Dec2025. If Congress and the President do not act these exemptions will revert to previous levels of $7 million and $14 million. This
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Succession Planning: Insurance Can Fund Your BUYOUT
By iraSuccession Planning: Insurance Can Fund Your BUYOUT Combine a valuable benefit for your key employee and heir apparent, while funding your own buyout. Business continuity, key employee benefits and an exit strategy are important to the long-term success of a small business. These objectives can be accomplished by combining them into one strategy. Business continuity
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