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,...
Letter to Investors: The Allegory of the Cave and Shadows on the Wall
Intergenerational Split Dollar Plans
Tax Court Nailed Taxpayer’s Insurance Plan: Morrissette Case And What It Means
SERP: For Key Executive Retention
The Great Inflation Debate
Securities Based Line of Credit
MillionAcres: Cost Segregation: What Real Estate Investors Need to Know
Exeter: Overview of Cost Segregation Analysis
PWC: Businesses have been using captives for decades as a risk management tool
Oxford: Plan for the Unexpected
Oxford: Captives, Taxation / Legal
Fidelity: Charitable remainder trusts: Charitable giving while generating income
Greensfelder: Consider lifetime trusts for descendants and other beneficiaries
Oshins: Dynasty Trusts
Business Planning: Key Person Insurance
Ray Dalio: How the Economic Machine Works
Estate Planning Considerations
Life Insurance Can Ensure Business Succession Plans Succeed
Optima Office: Guidance for small businesses
Estate Planning: Understanding Charitable Remainder Trusts