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Georgia Pass Through Tax

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 Georgia’s pass-through entity tax (PTET).  Choosing this route can shift how certain owners fulfill their state tax obligations. This post illustrates how Georgia’s PTET works, who might benefit, and the […]

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Story of an Intern

by William Helfgott During my internship at AP wealth, I saw the interworkings of the group as a whole, the process, and the positive results that AP Wealth tries to bring to fruition daily. Here are the top 5 lessons and things I learned in the office. I’ll start by saying, I have been working

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Retirement Plan Rollovers - 101

Retirement Plan Rollovers 101

Do you have an old retirement plan? Is it still with your previous employer? Or has your company just been purchased / merged, and the new company has a new plan? Each year many people face this situation. So, what should you do with your old retirement plan? You will typically have the option to

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10 Things to Consider When Planning to Transition into Retirement

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