Knowledge & Insights Center

If you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...

Introduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021)...

A supplemental retirement plan may be offered to a broad range of employees. But supplemental executive retirement plans (SERPs) are...

Savvy real estate investors often focus their efforts on minimizing their tax liability by taking advantage of certain tax strategies within

A cost segregation study is the strategic process where a cost segregation consultant analyzes commercial real estate to determine whether i

A captive insurance company is a subsidiary established by one or more commonly owned businesses to insure the risks of the controlling enti

From its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from t

Case law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court dec

If you’re like many business owners, you’ve sacrificed a lot to get where you are today. But your level of success often means that when it

Life Insurance Can Ensure Business Succession Plans Succeed

Guidance for small businesses to overcome challenges like contracts, managing debt, cash flow, and other issues

Below please find our bi-weekly compilation of the best information we have come across over the last two weeks.

As a business owner, you work hard to keep your business growing and staying ahead of the competition.

Nevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f

How Non-Grantor Trusts Help Protect Your Assets from State Income Tax

When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.

NQDC plans allow executives to defer a much larger portion of their compensation, and to defer taxes on the money until the deferral is paid

As a business owner, you may already know…that the foundation of many sound business strategies — as well as many aspects of personal planni

Numerous closely-held businesses operate a S corporations because of the many tax advantages this type of entity provides its owners/shareho

As a closely held business owner, you should already know that the value of your business is an important factor that is considered in many