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.
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
Selling off investments—whether it’s real estate, stocks, or a business interest—often triggers capital gains taxes. In South Carolina, specifically, knowing how those taxes work can ...
Retirement Planning
Deferred Compensation Plan vs. 401(K): What’s The Difference?
Securing your financial future is rarely as simple as just deciding to save. You also have to choose how and where to invest your money. ...
Retirement Planning
Supplemental Executive Retirement Plan (SERP) 101 Guide
Many companies go beyond just salaries and bonuses to keep top executives motivated. Supplemental executive retirement plans (SERPs) provide additional, tailored benefits that help keep ...
