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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...

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

Nevada is known for having favorable asset protection laws, which attracts wealthy families from all over the world who are always looking f

How Non-Grantor Trusts Help Protect Your Assets from State Income Tax

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