Business Planning

Life insurance for business succession can provide an important source of liquidity when a family business passes from one generation to the next. But...

Corporate-owned life insurance can provide a separate source of liquidity for closely held corporations that want to preserve capital for operations, future...

For successful business owners with annual earned income exceeding $700,000, reducing income taxes while building long-term wealth is a constant challenge....

Funding a buy-sell agreement with life insurance requires coordinating the legal agreement with the capital needed to complete the transaction. A buy-sell...

Life insurance planning for high-income clients can involve decisions that extend well beyond the selection of an insurance policy. CPAs who advise affluent...

Attracting and retaining key employees can be a significant challenge for closely held businesses. Salary, cash bonuses, equity incentives, and qualified...

If you're a successful business owner earning $700,000 or more in annual income, you’re likely aware of just how punishing the tax code can be. Despite maxing...

Transferring business-owned life insurance to an individual may make sense for several reasons. A business owner may be selling or leaving the company and...

A Restricted Property Trust provides business owners and/or key executives with tax-favored, long-term cash accumulation and income distribution. A Restricted...