Third-PartyFeb 91 minIntergenerational Split Dollar PlansIf you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...
Third-PartySep 8, 20212 minTax Court Nailed Taxpayer’s Insurance Plan: Morrissette Case And What It MeansIntroduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021)...
Third-PartySep 8, 20212 minSERP: For Key Executive RetentionA supplemental retirement plan may be offered to a broad range of employees. But supplemental executive retirement plans (SERPs) are...
Third-PartyJul 17, 20203 minMillionAcres: Cost Segregation: What Real Estate Investors Need to KnowSavvy real estate investors often focus their efforts on minimizing their tax liability by taking advantage of certain tax strategies within
Third-PartyJul 17, 20202 minExeter: Overview of Cost Segregation AnalysisA cost segregation study is the strategic process where a cost segregation consultant analyzes commercial real estate to determine whether i
Third-PartyJul 17, 20201 minPWC: Businesses have been using captives for decades as a risk management toolA captive insurance company is a subsidiary established by one or more commonly owned businesses to insure the risks of the controlling enti
Third-PartyJul 17, 20201 minOxford: Plan for the UnexpectedFrom its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from t
Third-PartyJul 17, 20201 minOxford: Captives, Taxation / LegalCase law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court dec
Third-PartyJul 10, 20201 minBusiness Planning: Key Person InsuranceIf 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 OliviaJul 9, 20205 minLife Insurance Can Ensure Business Succession Plans SucceedLife Insurance Can Ensure Business Succession Plans Succeed
Third-PartyJul 4, 20202 minOptima Office: Guidance for small businessesGuidance for small businesses to overcome challenges like contracts, managing debt, cash flow, and other issues
Third-PartyJun 5, 20204 minCOVID- Resources June 5, 2020Below please find our bi-weekly compilation of the best information we have come across over the last two weeks.
Third-PartyFeb 1, 20201 minAre You Prepared for the Exit?As a business owner, you work hard to keep your business growing and staying ahead of the competition.
Third-PartyJan 7, 20201 minAlliance Trust Company: Nevada Incomplete Non-Grantor TrustNevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f
Third-PartyMay 2, 20191 minFinancial Poise: Eliminating State Income Taxes With a NING TrustHow Non-Grantor Trusts Help Protect Your Assets from State Income Tax
Third-PartyMay 1, 20191 minInheritance Equalization: Distributing Assets Fairly and EquitablyWhen Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.
Third-PartyMar 14, 20191 minFidelity: Deferred compensation plans: 5 things to knowNQDC 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-PartyFeb 1, 20191 minBusiness Valuation: Book Value is NOT Fair Market ValueAs a closely held business owner, you should already know that the value of your business is an important factor that is considered in many
Third-PartyFeb 1, 20191 minBusiness Continuation: Funding Your Buy-Sell AgreementYou've spent years creating a significant financial interest in your business and a buy-sell agreement is an important fundamental step to h
Third-PartyFeb 1, 20191 minStock 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