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...
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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
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
Jan 7, 20201 min read
Alliance Trust Company: Nevada Incomplete Non-Grantor Trust
Nevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f
Third-Party
May 1, 20191 min read
Financial Poise: Eliminating State Income Taxes With a NING Trust
How Non-Grantor Trusts Help Protect Your Assets from State Income Tax
Third-Party
Mar 13, 20191 min read
Fidelity: Deferred compensation plans: 5 things to know
NQDC plans allow executives to defer a much larger portion of their compensation, and to defer taxes on the money until the deferral is paid
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