Knowledge & Insights Center

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

Savvy real estate investors often focus their efforts on minimizing their tax liability by taking advantage of certain tax strategies within

A cost segregation study is the strategic process where a cost segregation consultant analyzes commercial real estate to determine whether i

A captive insurance company is a subsidiary established by one or more commonly owned businesses to insure the risks of the controlling enti

From its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from t

Case law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court dec

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

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

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

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

Ray Dalio: How the Economic Machine Works

Estate Planning Considerations: an introductory resource to wills and trusts

Life Insurance Can Ensure Business Succession Plans Succeed

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

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

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

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

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

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

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