We can easily get caught up in the appeal and glamour of CEOs and founders, but the real magic in a company happens quietly, unnoticed, behind the scenes. These are the unsung heroes, the key employees whose expertise, commitment, and […]
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When most picture a “key employee,” visions of star salespeople or corner-office executives dominate. But in today’s dynamic business landscape, the definition of a key employee deserves a crucial rethink. The truth is, the individuals essential to your company’s success […]
The unlimited marital deduction for the transfer of assets between spouses does not apply to gifts made to non-U.S. citizen spouses, hence, it’s important to create a proactive plan with trusts. The unlimited marital deduction is not available in this […]
September is Life Insurance Awareness Month, a time to shed light on the importance of life insurance. In this FAQ guide, we’ll address common questions about life insurance, helping you understand why it’s worth it and providing valuable insights on […]
To determine your eligibility, consider the following criteria: The process if you meet these qualifications and want to move forward:
For many high net worth individuals, a significant portion of their wealth is tied up in illiquid assets such as businesses or real estate. This can pose a challenge when it comes to estate planning, as the IRS requires estate […]
Employee benefits have played a crucial role in the COVID-19 pandemic and continue to be valuable for attracting and retaining top talent. Initially, benefit plans were utilized to support COVID-19 efforts, including covering testing and treatment costs, while flexible spending […]
California, amongst several other states, is considering long-term care legislation. As a result of the passage of AB 567, the California Department of Insurance established the Long Term Care Insurance Task Force. The Task Force consisting of 15 members will […]
Is it possible that using permanent life insurance can help you prepare for a long and healthy retirement? It is essential to plan for a long and healthy retirement, not just for yourself but also for your loved ones. With […]
As a business owner, attracting and retaining top talent is crucial for the success of your company. While offering competitive salaries and a positive work environment are significant, it’s also important to consider offering executive benefits. These benefits can be […]
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