Team Wealth & Tax Advisors

09/06/2026

An executor of a decedent’s estate must administer the estate and distribute assets in the statutory order of priority; failure to follow those legal requirements can expose the executor to personal liability.

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

09/05/2026

Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.

09/04/2026

A million-dollar mistake can happen in the blink of an eye—especially when handling an inherited IRA. Many beneficiaries assume they can cash out an inherited account and roll the funds over within 60 days, but that is a dangerous misconception.

The harsh reality is that if a non-spouse beneficiary takes a distribution into their own hands, it’s immediately treated as a taxable event with no undo button. Whether it’s caused by impatience or bad advice, a simple transfer error can trigger massive, irreversible tax consequences.

Dustin Watts and Jay Cole from *T-Minus Retirement* break down exactly why institutional, like-kind transfers are the only safe path for moving these funds. Before making any moves with inherited assets, understand the rules that protect wealth from unnecessary penalties.

FULL VIDEO HERE->https://youtu.be/j5ZFuDalrJA

09/03/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

09/02/2026

New York City has begun notifying property owners who may be subject to its new pied-à-terre tax. Learn who may be affected and more.

09/01/2026

The third 2026 estimated tax payment is due September 15. Learn who should pay, safe harbor rules, penalties, and how to avoid a surprise tax bill.

If you make or receive income that is not fully covered by withholding, September 15, 2026 is an important date on the tax calendar. It is the due date for the third installment of 2026 federal estimated tax payments for individuals who are not paying enough through withholding during the year.

09/01/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

08/31/2026

Here are the September 2026 Individual Due Dates

Review key September 2026 individual tax deadlines, including tip reporting and the third estimated tax payment, plus important safe harbor rules.

08/31/2026

Your final decade before retirement can have the biggest impact on your financial future. Learn the key planning opportunities at ages 50, 55, and 60—and why proactive tax planning matters.

Your final decade before retirement is critical. Learn key planning opportunities at ages 50, 55, and 60 and how tax planning can help.

08/30/2026

Donating long term appreciated stock (publicly traded shares held more than one year) to a qualified charity is a high impact way for donors to support causes while obtaining favorable tax treatment.

Learn how donating long-term appreciated stock can provide a charitable deduction, avoid capital gains tax, and create a more tax-efficient gift.