by John R. Augenblick | Aug 6, 2025 | Blog
Separation from Doylestown Hospital—whether triggered by performance, restructuring, or the 2025 affiliation with Penn Medicine—turns your employment file into a financial planning dossier. We aim to convert a disruptive event into a controlled transition. Below are...
by John R. Augenblick | Aug 4, 2025 | Blog
The decision to monetize a privately held business represents not merely a financial transaction, but the culmination of years—often decades—of vision, effort, and enterprise. For most business owners, this transition is singular: it is unlikely to be repeated, and...
by John R. Augenblick | Jul 29, 2025 | Blog
When considering how best to pass assets to loved ones, thoughtful planning offers a path to preserve what you’ve worked diligently to build. Taking a proactive approach today helps ensure that your family can benefit tomorrow by allowing yourself time to evaluate...
by John R. Augenblick | Jul 14, 2025 | Blog
Key Takeaways: Pennsylvania Capital Gains Tax Pennsylvania taxes all capital gains, regardless of holding period, as personal income at a flat rate of 3.07%. There is no distinction between short-term and long-term gains. Federal capital gains tax rates vary, based on...
by John R. Augenblick | Jul 14, 2025 | Blog
Estate taxes have the potential to significantly diminish the assets your heirs ultimately receive. For Pennsylvania residents, understanding how both federal and state rules may apply is an important step in protecting the wealth you’ve worked hard to build. With...
by Jeff Llewellyn | Jun 4, 2025 | Blog
When setting up a special needs trust—or any type of long-term trust arrangement—families face a critical decision: who will serve as trustee, and how will the trust be managed? Traditionally, many families have turned to large financial institutions that offer...
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