Some states have established a pass-through entity tax that enables certain entities to avoid the SALT deduction cap.
Individuals ages 21 to 42 with at least $3 million in assets have only a quarter of their portfolio in equities, compared with more than half for those who are older.
IRS deadline is Oct. 17, and those who miss it are subject to fines that were waived during the pandemic.
The joint venture aims to facilitate transferability and consolidation of accounts while fueling the convergence of wealth and retirement at work.
