Tax Strategies Category Archives
A focused dive on the Tax Strategies category.
Flexible Funding Strategies for ILITs
With the sunset of the Tax Cuts and Jobs Act (TCJA) looming, flexibility in estate planning has never been more critical. Ironically, the old saying “the only certainties in life are death and taxes” doesn’t hold up when it comes…
6 Advantages of Cash Balance Plans for Wealthy Entrepreneurs
Introduction Deciding where to stash your retirement savings can feel overwhelming. With options like the traditional 401(k) and the increasingly popular Cash Balance 401(k), it's essential to understand the differences. This guide will help you navigate the waters and decide…
The Restricted Property Trust: Maximizing Benefits For High-Earning Professionals
The world of financial planning teems with strategies designed to optimize savings, reduce tax burdens, and protect one's hard-earned assets. Among them, the Restricted Property Trust (RPT) stands out, especially for high-income business owners and professionals. By intertwining with Section…