William Combs
Letter to Investors: The Allegory of the Cave and Shadows on the Wall
The shadows on the wall may not be an accurate representation of the reality of global monetary and fiscal policy. Dear colleagues,...
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Third-Party
Feb 9, 20221 min read
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...
Third-Party
Sep 8, 20212 min read
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, 20212 min read
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
Sep 8, 20212 min read
The Great Inflation Debate
The 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-Party
Jul 17, 20201 min read
Securities Based Line of Credit
Leverage the Value of your brokerage account through securities-based lending.
Third-Party
Jul 17, 20204 min read
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, 20203 min read
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, 20201 min read
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, 20202 min read
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, 20201 min read
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 16, 20201 min read
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
Third-Party
Jul 16, 20201 min read
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 16, 20201 min read
Oshins: Dynasty Trusts
The Nevada 365-Year Dynasty Trust: Estate Tax Savings, Creditor and Divorce Protection
by Steve Oshins
Third-Party
Jul 10, 20201 min read
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
William Combs
Jul 8, 20201 min read
Ray Dalio: How the Economic Machine Works
Ray Dalio: How the Economic Machine Works
Mike Olivia
Jul 8, 20201 min read
Estate Planning Considerations
Estate Planning Considerations: an introductory resource to wills and trusts
Mike Olivia
Jul 8, 20205 min read
Life Insurance Can Ensure Business Succession Plans Succeed
Life Insurance Can Ensure Business Succession Plans Succeed
Third-Party
Jul 3, 20202 min read
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 30, 20202 min read
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)
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