William CombsFeb 2712 minLetter to Investors: Keeping FocusDear colleagues, clients and friends, I hope that the last year was wonderful and productive, spent building on the things that are...
Third-PartySep 8, 20212 minKing Dollar's Decline Ripples Across the Globe(Reuters) - An accelerating decline in the U.S. dollar is reverberating around the world, adding fuel to a global momentum rally that has...
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...