Tag: tax-planning

14 articles

The Bottom Line

What does the bottom line really mean for captive insurance? Premiums become profits, protection becomes pragmatic, and millions of dollars are at stake.

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It's About Time!

Successful business owners maximize their time. The cost of procrastination compounds daily. When it comes to captive insurance, the timing is right now.

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PATH Act Impacts Business Owners

The 2015 PATH Act contains major changes for captive insurance and QSBS that directly affect business owners. Learn how this legislation impacts your strategy.

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Death and Taxes: Planning for Life's Two Certainties

Benjamin Franklin said nothing is certain except death and taxes. Yet too many people fail to plan for either. Captive insurance helps with both.

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The Best Option to Invest $1 Million Dollars

Comparing after-tax, pre-tax, and a third investment option that offers control, flexibility, and converts ordinary income to long-term capital gains rates.

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Tax Free Income for High Net Worth Business Owners

Successful business owners have four powerful ways to generate tax-free income, from life insurance strategies to QSBS and ESOPs. The holy grail is within reach.

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Owning Your Own Insurance Company

As a business owner paying hundreds of thousands in premiums, what if you paid them to YOUR own insurance company? Learn how an 831b captive insurance company works.

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Preservation of Your Capital

Captive insurance is one of the most effective tools for preserving capital while still protecting your business from risk.

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A Multi-Million Dollar Difference

The difference between traditional insurance and captive insurance can be measured in millions. See how the numbers stack up.

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Enough? How to Create Sufficient Protection, Wealth, and Retirement

Do you have enough protection, wealth, and retirement savings? Learn six proven strategies including captive insurance to create 'enough' for your future.

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Captive Insurance Is No Longer a Secret

Captive insurance was never truly a secret, but it remains unfamiliar to most business owners. Learn why this powerful risk management tool is now more accessible.

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What's Your Exit Strategy?

Every captive insurance company needs an exit strategy. Whether it's distribution, sale, or shutdown, planning your exit from day one maximizes long-term value.

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What Can Your Entity Do for You?

From LLCs and partnerships to CICs and ESOPs, understanding which business entities serve your purpose is critical for tax efficiency and asset protection.

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The SMART Way to Buy Life Insurance

Premium financing lets business owners save hundreds of thousands annually on life insurance while maintaining cash flow and building tax-free retirement income.

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