Retirement Plans for Small Business Owners At AP Wealth, we understand the challenges you face as a business owner. We recognize that your business and personal finances can be tightly meshed. Early on, small business owners often invest their profits back into the business to pay for capital expenditures and build working capital. […]
Tax & Estate Planning
End of Year Tax Planning & Beyond Many people may dread the thought of tax planning because it’s often complicated and cumbersome. Tax planning is more than just filling your returns. It involves seeking and adopting techniques that can help reduce the tax owed. So, it makes sense to start to do tax planning
Finance & Real Life – Passing Down Real Estate to Your Heirs There are many ways to leave a legacy. While we believe that ultimately wealth is more than simply what you see on a net-worth statement, we believe it’s a combination of both the financial side of things and the intangible
Getting Your Estate Plan Ready for Retirement Getting your affairs in order before you die is not a pleasant topic to think about, or discuss for that matter. But, it’s a vital part of your legacy. Preparing your estate ahead of time will help your loved ones follow your wishes and minimize
What should you know about moving up a tax bracket? Moving up a tax bracket is actually a good thing because it means you are making more money. When you make more money, it also means you will pay more in taxes. Paying more in tax is not fun, but it’s not a
Should you be concerned about bracket creep from inflation? The US inflation rate rose to 6.8% in 2021, its highest since 1982. While some of this may be transitory, experts have varying opinions. In this blog, we’d like to discuss something called Bracket Creep, which may affect some of our clients and readers.