Third-PartyFeb 91 minIntergenerational Split Dollar PlansIf you have significant assets that you wish to protect over multiple generations, and would like to use a tax-efficient approach...
Third-PartySep 8, 20212 minTax Court Nailed Taxpayer’s Insurance Plan: Morrissette Case And What It MeansIntroduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021)...
Third-PartySep 8, 20212 minSERP: For Key Executive RetentionA supplemental retirement plan may be offered to a broad range of employees. But supplemental executive retirement plans (SERPs) are...
Third-PartyJul 17, 20203 minMillionAcres: Cost Segregation: What Real Estate Investors Need to KnowSavvy real estate investors often focus their efforts on minimizing their tax liability by taking advantage of certain tax strategies within
Third-PartyJul 17, 20202 minExeter: Overview of Cost Segregation AnalysisA cost segregation study is the strategic process where a cost segregation consultant analyzes commercial real estate to determine whether i
Third-PartyJul 17, 20201 minPWC: Businesses have been using captives for decades as a risk management toolA captive insurance company is a subsidiary established by one or more commonly owned businesses to insure the risks of the controlling enti
Third-PartyJul 17, 20201 minOxford: Plan for the UnexpectedFrom its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from t
Third-PartyJul 17, 20201 minOxford: Captives, Taxation / LegalCase law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court dec
Third-PartyJan 7, 20201 minAlliance Trust Company: Nevada Incomplete Non-Grantor TrustNevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f
Third-PartyMay 2, 20191 minFinancial Poise: Eliminating State Income Taxes With a NING TrustHow Non-Grantor Trusts Help Protect Your Assets from State Income Tax
Third-PartyMar 14, 20191 minFidelity: Deferred compensation plans: 5 things to knowNQDC plans allow executives to defer a much larger portion of their compensation, and to defer taxes on the money until the deferral is paid