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Tier One: What You Should Know About Buy-Sell Agreements After the Connelly v. United States Decision - Strategic Use of Life Insurance
The U.S. Supreme Court decision in Connelly v. United States significantly impacted how closely held companies approach buy-sell agreements.
Tier One Interview: Eleanor Johnson
This month, our CEO, Jay Judas, talks to Founding Principal, Highland Capital Brokerage.
Tier One: A Fresh Look at Private Placement Life Insurance (PPLI)
Half of our individual client engagement involves PPLI, so we thought it was time to cover the basics.
Tier One: Charitable Remainder Trusts & Irrevocable Life Insurance Trusts
A Charitable Remainder Trust may help you avoid capital gains taxes and provide a significant income tax deduction.
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