Knowledge & Insights Center

If you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...

Introduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021)...

A supplemental retirement plan may be offered to a broad range of employees. But supplemental executive retirement plans (SERPs) are...

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...

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

Life Insurance Can Ensure Business Succession Plans Succeed

Estate Planning Considerations: an introductory resource to wills and trusts

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