Jul 25, 2023 | SML Planning Minute Podcast, Personal Planning, Company News
Episode 239 – The ultra-wealthy are rooting for Charles and Kathleen Moore in their appeal to the U.S. Supreme Court to fight a tax.
Sep 13, 2022 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 195 – Estate and gift taxes are financial considerations only for the wealthy, right? Maybe, maybe not! It depends!
Jul 30, 2018 | Company News, Social Security Planning
When you take a serious look at the nuts and bolts of Social Security taxation, the results are staggering. And so is the amount of money you can save if you plan properly. And by planning properly, we mean that you can save a great deal of money in taxes simply by...
Sep 1, 2016 | Business Planning
If you don’t have a formalized plan, the chances are the “continuation” part is in jeopardy. Life Insurance is the most efficient way to fund a business buyout. In addition, the cash values offer some asset protection from creditors in most states. The cash values may...