ATIKAN WEALTH PARTNERS

Media headlines about the wealth and succession plans of famous enterprise families offer a window into how complicated—and often messy—wealth transfer can be. Yet, they also highlight how legacy and wealth intertwine through generations, drama aside. What’s clear is that with the right strategy and good communication, wealthy families can position their next generations for success. iStock-75406699 In my experience running a family office, I’ve seen this issue firsthand many

A mid-year tax review is more than just a routine financial check-in—it's a strategic opportunity to step back, evaluate where you stand, and make informed adjustments that could significantly impact your year-end tax outcome. Taking the time around the middle of the year (typically in July) to reassess your income, deductions, and tax withholdings can help you align your tax planning with any changes in your financial situation or goals. Completing a mid-year tax review can

KEY TAKEAWAYS The 'One Big, Beautiful Bill' introduced several new tax deductions, some of which will apply to the money you're making this year. Under the new law, taxpayers can deduct most of what they earn in tips and overtime, lowering the amount they owe come next tax season. Many taxpayers who purchase a U.S.-made vehicle this year can deduct the interest they will pay on their car loan. Many taxpayers 65 or older will also get an extra deduction of $6,000. 4 New Tax De

When I first started out, I said yes to everything. That's what most entrepreneurs do. You're in build mode, and you don't want to miss...

During times like these when geopolitical headlines can be unsettling for investors, we at LPL Research like to remind ourselves of one...

Learn Warren Buffett's one-sheet investment method that built his billions. Discover the simple 4-step framework the Oracle of Omaha uses...

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house,...

I still remember the day I saw my portfolio with a huge unexpected loss in less than three hours. It was 2020, "Covid crash," and I'd...

Recent developments have raised serious concerns about the stability of Social Security benefits. For example, Newsweek reports that...

We’re living through what many are calling “unprecedented times.” Again. From tariffs and inflation to interest rate uncertainty and...

Investment losses during these volatile times can be tax wins. While many investors don’t get around to tax-loss harvesting strategies...

This article explores the mechanics of panic selling, how it damages your portfolio, and what you can do to stay on track. Panic selling...

Many small business owners who plan on retiring over the next several years have 80% of their wealth tied up in their companies. A...

In the heart of Hancock Park in Los Angeles, California, a tiny miscalculation caused a domino effect that altered everything about how I...

The modern economic and regulatory landscape presents countless tax hurdles for fast-growing businesses. Many entrepreneurs encounter...

While you can’t avoid paying taxes altogether, there are several strategies that can help you lower your taxable income, maximize...

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avo

When giving gifts to our children or grandchildren, we often default to the latest toys or gadgets. However, the value of these items tends

High-net-worth (HNW) individuals play a crucial role in fostering positive change and impact on a global scale. However, for many first-time

Many affluent families focus on managing their investments while unintentionally overlooking risks to their homes and possessions—two of the