William Combs
Letter to Investors: Keeping Focus
Dear colleagues, clients and friends, I hope that the last year was wonderful and productive, spent building on the things that are...
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Mike Olivia
- Feb 27
- 2 min
Michael Olivia Named Forbes Top 100 Financial Securiy Professionals List
We are pleased to announce that Michael Olivia, a member of our team at WestPac, has achieved an impressive ranking in the renowned Forbes B
William Combs
- Dec 12, 2022
- 5 min
Letter to Investors: The Wait of the World
As the months in 2022 continue to pass by, we wonder if the Fed, inflation, or the economy will give in first.
William Combs
- Jul 18, 2022
- 9 min
Letter to Investors: The Allegory of the Cave and Shadows on the Wall
The shadows on the wall may not be an accurate representation of the reality of global monetary and fiscal policy. Dear colleagues,...
William Combs
- Apr 15, 2022
- 5 min
Letter to Investors: The Double-Edged Sword of Interest Rates
The Federal Reserve and Federal government have told us we have a strong economy – the Fed’s commitment to raise interest rates and to...
William Combs
- Feb 10, 2022
- 9 min
Letter to Investors: Inflation is a Monetary Phenomena
Dear Colleagues, Clients and Friends, What a year it has been. There is a lot to talk about, consider, and take action on as the gears of...
Third-Party
- Feb 9, 2022
- 1 min
Intergenerational Split Dollar Plans
If you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...
Third-Party
- Sep 8, 2021
- 2 min
King Dollar's Decline Ripples Across the Globe
(Reuters) - An accelerating decline in the U.S. dollar is reverberating around the world, adding fuel to a global momentum rally that has...
Third-Party
- Sep 8, 2021
- 2 min
Tax Court Nailed Taxpayer’s Insurance Plan: Morrissette Case And What It Means
Introduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021)...
Third-Party
- Sep 8, 2021
- 2 min
SERP: For Key Executive Retention
A supplemental retirement plan may be offered to a broad range of employees. But supplemental executive retirement plans (SERPs) are...
Third-Party
- Sep 8, 2021
- 2 min
The Great Inflation Debate
The S&P 500 declined 4.0% from May 10 to May 12, the largest three-day selloff in five months. The Nasdaq composite declined 5.2% and the...
Third-Party
- Oct 26, 2020
- 1 min
Bond Defaults Deliver 99% Losses in New Era of U.S. Bankruptcies
Market prices, derivative auctions imply debt may be worthless
High borrowings, weak protections leading to low recoveries
Third-Party
- Jul 17, 2020
- 1 min
Securities Based Line of Credit
Leverage the Value of your brokerage account through securities-based lending.
Third-Party
- Jul 17, 2020
- 4 min
MillionAcres: Cost Segregation: What Real Estate Investors Need to Know
Savvy real estate investors often focus their efforts on minimizing their tax liability by taking advantage of certain tax strategies within
Third-Party
- Jul 17, 2020
- 3 min
Exeter: Overview of Cost Segregation Analysis
A cost segregation study is the strategic process where a cost segregation consultant analyzes commercial real estate to determine whether i
Third-Party
- Jul 17, 2020
- 1 min
PWC: Businesses have been using captives for decades as a risk management tool
A captive insurance company is a subsidiary established by one or more commonly owned businesses to insure the risks of the controlling enti
Third-Party
- Jul 17, 2020
- 2 min
Oxford: Plan for the Unexpected
From its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from t
Third-Party
- Jul 17, 2020
- 1 min
Oxford: Captives, Taxation / Legal
Case law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court dec
Third-Party
- Jul 16, 2020
- 1 min
Fidelity: Charitable remainder trusts: Charitable giving while generating income
A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or oth
Third-Party
- Jul 16, 2020
- 1 min
Greensfelder: Consider lifetime trusts for descendants and other beneficiaries
In many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.
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