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 * Insurance Solutions
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 * Videos
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VIDEO LIBRARY

Click the link to view the video.


ESTATE PLANNING

Non-US Citizen Estate & Marital Deduction Planning
How qualified domestic trusts(QDOT) offer non-US citizens deferral of estate
taxes till the 2nd spouse to die, similar to how US Citizens use the unlimited
marital deduction or marital deduction trusts to do the same.

Tax Planning for Stepped Up Basis using Actionable Balance Sheets
Tax planning for stepped up basis and estate tax planning using “Actionable”
balance sheets that enable clients and their professional advisors to have a
common framework to make actionable decisions upon that will optimize the amount
clients keep for what they are building.

Installment Sales to Intentionally Defective Grantor Trusts
Help business owners, with federally taxable estates, have family participate
materially or only financially in the business, save millions in estate and gift
taxation, using minimal or no lifetime exemption, maintain control of the
business, receive economic value from the assets transferred and have an exit
plan to retain, swap, change taxation, leverage the funds in trust to pay
whatever reduced estate taxes remain and unwind the whole plan and bring the
assets back into the estate if the client wanted to.

Use GRATs with NHW Clients to Capture a V Shaped Market Recovery & capture New
Business.
Wealth transfer technique for clients with federally taxable estates that
creates the opportunity to contribute assets with low valuations, for example
during bear markets, get the contributed assets plus the IRS mandated 7520
interest rate back (currently 1.2%) over a 2 or 3 year term of years, while
enabling any excess returns above the 7520 rate to be disbituted to
beneficiaries at the end of the GRAT term free of gift and estate taxes.

Two Individual vs. One Joint Irrevocable Trust for Married Couples
Why two individual vs. one joint Irrevocable trust for married couples with
federally taxable estates creates living benefits for the grantors, funding
options, flexibility and an exit plan


LIFE INSURANCE & QUALIFIED PLANS

Tax Leverage
Life Insurance in a Qualified Plan. Can the math make sense?


BUSINESS SUCCESSION PLANNING

Buy-Sell Agreements: A Bird’s Eye View
Buy-sell agreements are critical for closely-held business and yet they are
often ignored or given little attention. But, a current, funded buy-sell is key
for avoiding disaster in the future. Did you know CBS Brokerage provide
complimentary buy-sell reviews?

CBS Brokerage offers complimentary Buy Sell Reviews for your clients
Offering value-add services rather than only products or asset management will
set you apart. Their business is your client’s most important asset; its
tentacles reach into every aspect of their financial life. Reviewing buy-sell
agreements opens various sales opportunities, such as wealth transfer,
retirement, and risk management planning. Additionally, offering buy-sell
reviews will expand your network, bringing you into meaningful contact with your
client’s other business partners and advisors.

 









INCOME TAX PLANNING & PLANNED GIVING

Tax Planning for the Sale of Low Basis Assets Using CRUTs
CRUTs are an income tax planning technique to help clients eliminate all or a
portion of the taxes in the year of the sale and provide an income tax
deduction, while deferring taxation over a chosen term of years that may drop
the marginal capital gains rate paid, and generates a stream of income that
keeps pace with inflation and also helps charities only at the conclusion of
term of years. Essentially most if not all of the charitable benefit is funded
by the government by allowing the gross dollar amount of the sale to be invested
and compounding by the grantor and enabling the potential reduction in the
marginal capital gains rate from 20% to 15%


RETIREMENT INCOME PLANNING

Emoney Results of Allocating some Bonds to Income Annuities
Emoney Results of Allocating Some Bonds to Income Annuities. The 30 year bond
bull market is over for a specific identifiable reason, which implies that the
negatively correlated relationship to equities, which has been so beneficial is
diminished or may reverse. 6 min video demonstrating through Emoney how
allocating a portion of the bond portfolio to fixed income portfolio of insurers
general accounts using income annuities for pre and post retirees can improve
the probability of successful retirement outcomes by improving risk adjusted
fixed income returns with an income approach that simultaneously reduces
sequence of return risk.


EXECUTIVE COMPENSATION

Unlocking C Corp Earnings 
Unlocking Corporate Earnings. How a C Corp. can reduce the taxes on retained
earnings.


PRIVATE PLACEMENT

 



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