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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-PartySep 8, 20212 minThe Great Inflation DebateThe 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-PartyJul 17, 20201 minSecurities Based Line of CreditLeverage the Value of your brokerage account through securities-based lending.
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 17, 20201 minFidelity: Charitable remainder trusts: Charitable giving while generating incomeA 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-PartyJul 17, 20201 minGreensfelder: Consider lifetime trusts for descendants and other beneficiariesIn many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.
Third-PartyJul 17, 20201 minOshins: Dynasty TrustsThe Nevada 365-Year Dynasty Trust: Estate Tax Savings, Creditor and Divorce Protection by Steve Oshins
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
William CombsJul 9, 20201 minRay Dalio: How the Economic Machine WorksRay Dalio: How the Economic Machine Works
Mike OliviaJul 9, 20205 minLife Insurance Can Ensure Business Succession Plans SucceedLife Insurance Can Ensure Business Succession Plans Succeed
Mike OliviaJul 9, 20201 minEstate Planning ConsiderationsEstate Planning Considerations: an introductory resource to wills and trusts
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-PartyJul 1, 20201 minEstate Planning: Understanding Charitable Remainder TrustsHow to Secure a Lifetime Income, Save Taxes & Benefit a Charity Since 1969, countless families have used charitable remainder trusts (CRTs)
Third-PartyJun 28, 20201 minThe Balance: Protection for Beneficiaries Using Discretionary Lifetime TrustsA discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi