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The mission of Shadow Advisors® is to provide professional advisors with unique, current information and guidance as it relates to advanced markets and the regulatory environment. Our goal is simple… to help build stronger, more powerful relationships between professional advisors and their clients.
Advisors' Guides
Executive Strategies Whole Life sm : Brochure Information
Buy Sell Planning: The Transfer of A Business Interest
Articles:
From the Sentinel Magazine
For Whom the Code Rolls: Life Insurance and Qualified Plans Rollovers
Financing Life Insurance with Split Dollar
Stock Redemption Agreements and the Complicating Effects of the 318 Attribution Rules
Sentinel Archive
From New & Noteworthy
Split Dollar Not Greatly Impacted By 409A Regulations
The Final Deferred Compensation Regulations
Applicable Federal Rates for April 2008
New & Noteworthy Archive
Other Articles
Calculation of Economic Benefit Cost Under the Split Dollar Final Regulations
2001 Derived Second-to-Die Table (Replaces Table 38)
What Every Professional Needs To Know About Life Insurance Taxation
Business Planning:
Split Dollar Latest Regulations
Mixmaster Buy Sell Agreements
Buy Sell Planning: The Transfer of A Business Interest
Stock Redemptions Funded with Life Insurance
S Corp Basics and Life Insurance Part I and Part II
Owner and Beneficiary Designations for Business Insurance
Estate Planning:
Basic Concepts
Generation Skipping Transfer Tax
Estate Planning and the Non-Citizen Spouse
The Transfer for Value Rule
Special Needs Planning
Tax Law:
Opportunities for Small Businesses
Specimen Legal Documents:
Executive Bonus Plans
Buy-Sell Agreements
Split Dollar Agreements
Trusts
Deferred Compensation Agreements
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ESWL Training
Announcing the brand new ESWL Training .