 |
|
Advisors' Guides | Publications | Business Planning | Estate Planning | Specimen Legal Documents
Informative "How To" guides designed to help explain, reinforce understanding and identify business opportunities within specific markets. You'll find information on buy-sell planning, CPA marketing and the 412(i) product. This information, and more, is available to Shadow Advisors registrants.
Proprietary publications such as, Sentinel an exclusive quarterly magazine that provides a practical outlook on business, retirement, taxation and wealth management. Or, New & Noteworthy a brief description of recent rulings or happenings on topics involving tax and legal issues such as new revenue rulings, court cases, proposed regulations and notices. These publications, and more, are available to Shadow Advisors registered users.
Information to help your clients with business planning needs, such as proposed regulations relating to the income, employment and gift taxation of split dollar life insurance arrangements; picking the right retirement plan; identifying various buy-sell agreements for the business needs; or S-corporation basics and life insurance. This information, and more, are available to Shadow Advisors registrants.
Information on basic estate planning concepts, generation skipping transfer tax, and the transfer for value rule. It's "must have" information for any individual planning their estate.
Sample documents designed to be of assistance to attorneys drafting business and trust arrangements involving life insurance. Sample agreements include Executive Bonus Plans, Buy-Sell, Split Dollar, Deferred Compensation and various Trusts. These documents are samples only and are offered for informational purposes only, not as tax or legal advice.
.....
To view the documents, log in at the right or register now. | |
|
|
