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...
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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
- Jul 17, 2020
- 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
Third-Party
- Jul 17, 2020
- 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
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
- 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, 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 10, 2020
- 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
Mike Olivia
- Jul 9, 2020
- 5 min
Life Insurance Can Ensure Business Succession Plans Succeed
Life Insurance Can Ensure Business Succession Plans Succeed
Third-Party
- Jul 4, 2020
- 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, 2020
- 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, 2020
- 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.
Third-Party
- Jan 7, 2020
- 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
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
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.
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
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
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
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
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