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ProVise Management Group
Clearwater Office
611 Druid Road East, Suite 105
Clearwater, FL 33756
Ph: 727-441-9022
Fx: 727-449-1625
Tampa Office*
4350 W. Cypress Street, Suite 225
Tampa, FL 33607
Ph: 813-405-4846
Fx: 813-415-3407
* This office is a branch of ProVise Management Group, LLC and not a branch of Kestra Advisory Services, LLC. Investment advisory services at this location are offered through ProVise Management Group, LLC.
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Preserving Wealth Through Lifetime Giving: A Strategic Approach
Estate planning is a crucial aspect of financial management, especially for individuals with substantial assets. With the ever-changing landscape of tax laws, one effective strategy for preserving wealth and minimizing the burden of federal estate taxes is lifetime giving. This approach not only allows individuals to transfer wealth to their loved ones during their lifetime but also offers significant tax benefits. As we approach the sunset of the Tax Cuts and Jobs Act in 2025, understanding and implementing lifetime gifting is especially important.
Taking Your 401(k) Plan to the Next Level: A Guide for Businesses Owners
One of the most effective ways to show that you have your employees’ best interests in mind is by offering a robust retirement plan. A 401(k) plan is not just a perk; it’s a strategic investment in your workforce that can yield significant returns for your business.
Company Executives: A Guide to Equity Compensation
The world of equity compensation can be complex to navigate, with various forms of compensation, tax implications, and strategies to consider. Below is a guide to the most common types, including the differences between restricted stock and restricted stock units (RSUs) and some smart ways to handle each.
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