Knowledge & Insights Center

A discretionary lifetime trust provides asset protection by creating a legal barrier between the property it holds and a beneficiary's credi

Below please find our bi-weekly compilation of the best information we have come across over the last two weeks.

Polito Eppich has put together a series of articles, letters, local updates and additional information for those seeking information

Presentation from Coastal Payroll Services on maximizing the forgiveness of your PPP Loan.

A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other l

As a business owner, you work hard to keep your business growing and staying ahead of the competition.

When liquidity, control, and tax advantages matter Despite enjoying the longest-running bull market in history, most preretirees have a sub

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

When Creating Your Estate Plan…you may find you have assets that are illiquid or aren’t easily divided among your heirs.

If You Have Significant Assets… and need to create a tax-efficient approach for transferring wealth, life insurance may enable you to leave

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

As a business owner, you may already know…that the foundation of many sound business strategies — as well as many aspects of personal planni

Numerous closely-held businesses operate a S corporations because of the many tax advantages this type of entity provides its owners/shareho

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

You've spent years creating a significant financial interest in your business and a buy-sell agreement is an important fundamental step to h

If you’re like many successful business owners, the longevity of your company is a primary concern for you.

As the owner of a privately held corporation, you’ve worked long and hard to build up the business and make it a success.

Forbes: Retirement Saving Starts Now: How Millennials Can Lower Their Tax Bills

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