Stock Redemption Plans for S Corporations - Friend or Foe?
Numerous closely-held businesses operate a S corporations because of the many tax advantages this type of entity provides its owners/shareho
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Business Valuation: Book Value is NOT Fair Market Value
As a closely held business owner, you should already know that the value of your business is an important factor that is considered in many
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Business Continuation: Funding Your Buy-Sell Agreement
You've spent years creating a significant financial interest in your business and a buy-sell agreement is an important fundamental step to h
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Business Continuation: Why Your Business Needs a Buy-Sell Agreement
If you’re like many successful business owners, the longevity of your company is a primary concern for you.
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Business Succession and Estate Planning with an ESOP
As the owner of a privately held corporation, you’ve worked long and hard to build up the business and make it a success.
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Influential Insider: Modern Luxury San Diego
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Third-Party
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Phantom Stock: A retirement Benefit Solution for Key Employees
If Your Business has Top Performers You’d Like to Reward…but you don’t want to relinquish equity in your company, there’s a solution you may
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Premium Financing: The Value of Choice, The Power of Credit
Guardian’s Premium Financing Platform is supported by alliances with strong, reputable
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Advanced Planning: The benefits of a Note Sale to an Intentionally Defective Grantor Trust
If you have a large asset… you’d like to transfer out of your estate, minimizing estate taxes may be a top priority for you.
Mike Olivia
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Should Investors Be Open to Closed-End Funds
Article written and published by US News & World Report with contribution from Michael Olivia.
Mike Olivia
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Investors Savor Treasury Bonds
Article written and published by US News & World Report, with contribution from Michael Olivia.
Mike Olivia
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US Stocks-Wall Street Slides, Dow erases 2018 Gains as Trade Spat Intensifies.
Article written and published by Reuters with contributions from Michael Olivia.
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Letter to Investors: July 2018
Our mid-year recap and outlook for the remainder of 2018.
Third-Party
- Jun 1, 2018
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Peterson's: Student Loan Repayment 101
Student loans are tricky. At least that’s what the numbers show.
Mike Olivia
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Why Company Bonds Gain Interest
Article written and published by Reuters, with contribution from Michael Olivia.
Third-Party
- May 21, 2018
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Peterson's: Types of loans: federal, private and bears, oh my!
Most high school seniors have a difficult enough time picking their Bitmoji on Snapchat, so if you told them to pick a student-loan plan, yo
Mike Olivia
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Why Your Business Should Offer a High Deductible Health Plan
Article written and published by Business News Daily, with contribution from Michael Olivia.
Mike Olivia
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Universal Life Insurance: Confusion Over Life Insurance Policy
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Third-Party
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5 Passive Wealth-Building Strategies to Add Three Days to Your Weekend
Many people associate work with punching the clock, the 9-to-5 slog and saving for retirement.
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