The Power of Basis in Income Deferral Planning In our ongoing educational series on Management Services Organization (“MSO”) Deferral Plans, we’ve emphasized the economic value of establishing these...

Introduction Variable Universal Life (VUL) insurance and other insurance-linked products offera unique blend of investment potential and tax advantages. At the heart of theseproducts are various fund...

Unlocking Trapped Cash Through Deferred Compensation Plans Many C corporations can accumulate a substantial amount of retained earnings. Theseearnings may be considered “trapped” cash as these...

For many years, majority owners of S Corporations (S Corps) had no way to defer large amounts of income and accumulate their wealth on a tax-favored basis. Similarly, majority owners of C...