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THE LATEST

Knowledge & Insights Center

Jul 17
3 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

Exeter: Overview of Cost Segregation Analysis

Third-Party

Jul 17
2 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

PWC: Businesses have been using captives for decades as a risk management tool

Third-Party

Jul 17
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
1 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
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 10
1 min

Business Planning: Key Person Insurance

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

Mike Olivia

Jul 9
5 min

Life Insurance Can Ensure Business Succession Plans Succeed

Optima Office: Guidance for small businesses

Third-Party

Jul 4
2 min

Optima Office: Guidance for small businesses

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

Third-Party

Jun 5
4 min

COVID- Resources June 5, 2020

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

Third-Party

Feb 1
1 min

Are You Prepared for the Exit?

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

Alliance Trust Company: Nevada Incomplete Non-Grantor Trust

Third-Party

Jan 7
1 min

Alliance Trust Company: Nevada Incomplete Non-Grantor Trust

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

Financial Poise: Eliminating State Income Taxes With a NING Trust

Third-Party

May 2, 2019
1 min

Financial Poise: Eliminating State Income Taxes With a NING Trust

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

Inheritance Equalization: Distributing Assets Fairly and Equitably

Third-Party

May 1, 2019
1 min

Inheritance Equalization: Distributing Assets Fairly and Equitably

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

Fidelity: Deferred compensation plans: 5 things to know

Third-Party

Mar 14, 2019
1 min

Fidelity: Deferred compensation plans: 5 things to know

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

Business Continuation: Funding Your Buy-Sell Agreement

Third-Party

Feb 1, 2019
1 min

Business Continuation: Funding Your Buy-Sell Agreement

You've spent years creating a significant financial interest in your business and a buy-sell agreement is an important fundamental step to h

Business Continuation: Why Your Business Needs a Buy-Sell Agreement

Third-Party

Feb 1, 2019
1 min

Business Continuation: Why Your Business Needs a Buy-Sell Agreement

If you’re like many successful business owners, the longevity of your company is a primary concern for you.

Business Succession and Estate Planning with an ESOP

Third-Party

Feb 1, 2019
1 min

Business Succession and Estate Planning with an ESOP

As the owner of a privately held corporation, you’ve worked long and hard to build up the business and make it a success.

Stock Redemption Plans for S Corporations - Friend or Foe?

Third-Party

Feb 1, 2019
1 min

Stock Redemption Plans for S Corporations - Friend or Foe?

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

Business Valuation: Book Value is NOT Fair Market Value

Third-Party

Feb 1, 2019
1 min

Business Valuation: Book Value is NOT Fair Market Value

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

Business Valuation: A Resource for Business Owners

Third-Party

Feb 1, 2019
2 min

Business Valuation: A Resource for Business Owners

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

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