Welcome to the AP Wealth Management Blog
Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.
Financial Planning
Georgia Gift Tax: What You Need To Know
When it comes down to considering how to pass down wealth, it’s worthwhile to think about the potential impact of gift taxes on your long-term ...
Retirement Planning
South Carolina Taxes On Retirees
Between the scenic coastlines, mild winters, and a welcoming culture, South Carolina has become a favorite among retirees seeking a laid-back lifestyle. Beyond its natural ...
Tax & Estate Planning
Georgia Pass-Through Entity Tax: What You Need To Know
Although running a business in Georgia involves making decisions about various taxes, from standard filings to potential entity-level options, one approach you may consider is ...
Tax & Estate Planning
South Carolina Estate Tax: What Residents Need To Know
Estate taxes can be a puzzling subject. You might wonder whether a South Carolina estate tax exists or if you need to worry about paying ...
Tax & Estate Planning
South Carolina Capital Gains Tax: What You Need To Know
When planning to pass on your assets, understanding potential tax implications is a valuable step in preserving your legacy. Various taxes, including those on inheritance, ...
