May 28, 2020

Liquidity Plus Program

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
May 21, 2020

Specialized Programs For Credit Unions

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
April 22, 2020

Continuing Impact of the 2017 Tax Act on Credit Unions

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
April 22, 2020

The Top Four Challenges Nonprofits are Facing Today

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
April 22, 2020

Life Insurance Can Benefit Your Succession Plan

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
March 12, 2020

Maximizing Planning Flexibility in Times of Market Turmoil and Tax Uncertainty

Clients may feel uncomfortable making irrevocable gifts, especially if they feel that they might need the money in the future or if it turns out there is no estate tax. Fortunately, there is a planning solution that maximizes flexibility and control for peace of mind in just about any situation...
February 26, 2020

5 Ways to Maximize the Value of Your Employees and Your Business in the Real Estate and Construction Industry

Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect of transferring ownership of a company. Losing top employees can disrupt operations, impact current and future revenue and often causes a loss of morale, thereby lowering the appeal and value of your business...
February 15, 2020

Choosing the Right Leader for a Credit Union

Change is inevitable. At some point, every credit union must deal with the issue of succession, whether planned or due to unforeseen circumstances. Some plan for it in advance, while credit unions that find themselves unprepared may face chaos and […]
January 9, 2020

Stretch IRAs Eliminated Under SECURE Act; What do IRA Owners do Now?

Stretch IRAs were effectively ended by the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”), signed into law December 20, 2019. They allowed funds to potentially compound income tax-deferred for decades for children and grandchildren (tax-free […]