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Advanced Tax Planning

4 Myths About Business Owner Retirement Funding

When an entrepreneur builds a business, he or she usually builds the business around anything that gets them excited or lights a fire underneath them. It is important to be passionate about the business you are building because the passion will be a huge contributor to the success. When you are passionate and excited about…

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The Benefits of Estate Planning

Many people do not consider estate planning either because they believe it is only for the wealthy, or because it is not something they want to consider. While it may not be fun┬áto consider what will happen to your estate after you are gone, there are many reasons to consider estate planning, and many benefits…

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Facts about Irrevocable Trusts

A trust is an arrangement where the creator of the trust, or settlor, identifies a trustee to manage the assets of the trust for the benefit of one or more people known as the beneficiary or beneficiaries. A trust can be established after death pursuant to a will (known as a testamentary trust) or during…

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Basic Tax Planning Strategies [Video]

Learn more about how to save on taxes through these tax planning strategies. Video Transcript: Chad Chandler: There are many strategies around taking itemized versus standard deductions. Can you give us an example of one? Kristina Knowles: Absolutely. One tax planning strategy is to double up on your itemized deductions every other year. This is…

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Investing for Retirement with Life Insurance

Everyone knows that life insurance is a useful estate planning tool. But did you know there is a living benefit of life insurance that can help fund your retirement? Imagine an insurance policy that not only pays a death benefit to your heirs, but can also be a source tax-advantaged income for you in retirement.…

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