Let’s consider some staggering information about debt and credit. As of the first quarter of 2024, the world’s debt was $315 trillion, a record high and the result of a combination…
Private Equity and Charitable Planning: Maximizing Impact and Tax Benefits
Private Equity has been considered reserved for the higher net worth and above for many years. But some firms are working to change that. I know of one firm that…
Higher Income GIVING
In this article, we will very briefly touch on some concepts to make the reader aware that these concepts even exist. These concepts are for individuals with higher incomes or…
Tax Planning for Business Owners – MSOs
What is an MSO? A Management Service Organization (MSO) is a business entity that provides various essential services to an Operating Company (OC). These services include: By consolidating these services…
Charitable Gift Financing
Learn how high-net-worth individuals can use third-party loans to make larger tax-deductible contributions to their favorite charities. From grantor trusts to interest rates, this informative piece covers all the key elements you need to understand. Discover how Charitable Gift Financing benefits both donors and charities, and how you can use this powerful tool to support causes you care about.
Tax Benefits of Defined Benefit Plans for High-Income Small Business Owners
This article will begin a slight change in our direction moving forward. We are looking for ways to have more capital to use for contributing to God’s work. Please note,…
Charitable Planning with AI and Cryptocurrency
Cryptocurrency has revolutionized the financial landscape, and its impact extends beyond investment portfolios.
Reverse Mortgages and Charitable Planning
Reverse mortgages are often surrounded by a lot of misconceptions. Many classify it as a desperate last move
Charitable Gift Financing
Financing can allow you to enhance your charitable gift by 10x. Charitable Gift Financing is a strategy that enables charitably inclined high-net-worth individuals to use a third-party loan to make a tax-deductible contribution to charitable organizations.
Charitable Giving, Foreign Nationals, EB5 and IC-DISC
A foreign national can qualify to purchase life insurance from U.S. based carrier and this market been described as “exploding.”