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...
top of page
.png)
THE LATEST
Knowledge & Insights Center
Search
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
Jul 10, 20201 min read
Business Planning: Key Person Insurance
If you’re like many business owners, you’ve sacrificed a lot to get where you are today.
But your level of success often means that when it
Mike Olivia
Jul 8, 20205 min read
Life Insurance Can Ensure Business Succession Plans Succeed
Life Insurance Can Ensure Business Succession Plans Succeed
Third-Party
Jul 3, 20202 min read
Optima Office: Guidance for small businesses
Guidance for small businesses to overcome challenges like contracts, managing debt, cash flow, and other issues
Third-Party
Jun 4, 20205 min read
COVID- Resources June 5, 2020
Below please find our bi-weekly compilation of the best information we have come across over the last two weeks.
Third-Party
Feb 1, 20201 min read
Are You Prepared for the Exit?
As a business owner, you work hard to keep your business growing and staying ahead of the competition.
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
Apr 30, 20191 min read
Inheritance Equalization: Distributing Assets Fairly and Equitably
When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.
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
Third-Party
Feb 1, 20192 min read
Business Valuation: A Resource for Business Owners
As a business owner, you may already know…that the foundation of many sound business strategies — as well as many aspects of personal planni
Third-Party
Feb 1, 20191 min read
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
Third-Party
Feb 1, 20191 min read
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
bottom of page