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THE LATEST

Knowledge & Insights Center

Third-Party

Jul 17
1 min

Securities Based Line of Credit

Leverage the Value of your brokerage account through securities-based lending.

MillionAcres: Cost Segregation: What Real Estate Investors Need to Know

Third-Party

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

Fidelity: Charitable remainder trusts: Charitable giving while generating income

Third-Party

Jul 17
1 min

Fidelity: Charitable remainder trusts: Charitable giving while generating income

A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or oth

Greensfelder: Consider lifetime trusts for descendants and other beneficiaries

Third-Party

Jul 17
1 min

Greensfelder: Consider lifetime trusts for descendants and other beneficiaries

In many cases, determining the beneficiaries of your estate plan is simple. If your spouse survives you, your assets go to your spouse.

Third-Party

Jul 17
1 min

Oshins: Dynasty Trusts

The Nevada 365-Year Dynasty Trust: Estate Tax Savings, Creditor and Divorce Protection by Steve Oshins

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

Mike Olivia

Jul 9
1 min

Estate Planning Considerations

Estate Planning Considerations: an introductory resource to wills and trusts

Ray Dalio: How the Economic Machine Works

William Combs

Jul 9
1 min

Ray Dalio: How the Economic Machine Works

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

Estate Planning: Understanding Charitable Remainder Trusts

Third-Party

Jul 1
1 min

Estate Planning: Understanding Charitable Remainder Trusts

How to Secure a Lifetime Income, Save Taxes & Benefit a Charity Since 1969, countless families have used charitable remainder trusts (CRTs)

The Balance: Protection for Beneficiaries Using Discretionary Lifetime Trusts

Third-Party

Jun 28
1 min

The Balance: Protection for Beneficiaries Using Discretionary Lifetime Trusts

A discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi

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.

COVID-19 Resources: Polito Eppich CPAs and Business Advisors

Third-Party

May 28
1 min

COVID-19 Resources: Polito Eppich CPAs and Business Advisors

Polito Eppich has put together a series of articles, letters, local updates and additional information for those seeking information

CARES Act: Maximizing forgiveness of your PPP Loan (5/12/2020)

Third-Party

May 12
1 min

CARES Act: Maximizing forgiveness of your PPP Loan (5/12/2020)

Presentation from Coastal Payroll Services on maximizing the forgiveness of your PPP Loan.

Third-Party

May 5
1 min

Denha & Associates: The Hybrid DAPT

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l

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