Month: May 2019

4 Steps to Maximize Tax Savings for Small Businesses

With Rachel pregnant and on bed-rest, Andy needed quick and healthy foods for his wife and yet-to-be-born daughter. It was the year 1987, and even in California, he simply couldn’t find anything organic and ready-to-serve on the market. With that, a  new business idea was born. Thank You, Small Business Owners According to the  Harvard Business Review,… Read more »

Why You’ll Never View Life Insurance the Same Way Again

Private Placement Life Insurance protects assets

With the 2017 tax reform, there were a few items that could have drastically changed estate planning strategies for the affluent individual. But, let’s keep a few things in mind: The bill passed with zero Democrat support. When Democrats get back the majority, they are likely to do whatever is in their power to dismantle… Read more »