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Estate Planning

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Tax StrategiesTax Strategies
+4+4
Inherited IRA Rules 2025: Annual RMDs, Tax Strategies, and the 25% Penalty
Dec 03, 2025

Inherited IRA Rules 2025: Annual RMDs, Tax Strategies, and the 25% Penalty

Why 2025 Changes Everything for Inherited IRAs and Your Complete Action Plan for Compliance, Tax Savings, and Distribution Strategy

Prashanth Srikanthan
Prashanth Srikanthan
Tax StrategiesTax Strategies
+6+6
Debunking the 'Lower Tax Bracket in Retirement' Myth That's Costing You Hundreds of Thousands
Sep 08, 2025

Debunking the 'Lower Tax Bracket in Retirement' Myth That's Costing You Hundreds of Thousands

Understanding the true lifetime tax cost of traditional retirement savings

Prashanth Srikanthan
Prashanth Srikanthan
Tax StrategiesTax Strategies
+2+2
The Complete Guide to Estate Taxes:  Federal vs State Rules After the OBBBA
Aug 16, 2025

The Complete Guide to Estate Taxes: Federal vs State Rules After the OBBBA

How the 2025 OBBBA transformed estate tax planning: Understanding federal exemptions, state tax strategies, and family wealth protection

Prashanth Srikanthan
Prashanth Srikanthan
Tax StrategiesTax Strategies
+3+3
The Big Beautiful Bill's tax impact on high earners
Jul 20, 2025

The Big Beautiful Bill's tax impact on high earners

A Strategic Guide to Tax Savings, Effective Rate Reductions, and Planning Opportunities Under the 2025 Legislation

Prashanth Srikanthan
Prashanth Srikanthan
Tax StrategiesTax Strategies
+3+3
Estate Planning Guide 2025: Protect Your Wealth Before Tax Laws Change
Jun 06, 2025

Estate Planning Guide 2025: Protect Your Wealth Before Tax Laws Change

Complete beginner's guide to estate planning with current exemptions, tax strategies, and urgent 2026 deadline considerations

Prashanth Srikanthan
Prashanth Srikanthan
Advanced Tax Planning Insights for Business Leaders and High Net Worth Individuals

The Strategic Tax Advisor

Advanced Tax Planning Insights for Business Leaders and High Net Worth Individuals

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