What is an MSO? A Management Service Organization (MSO) is a business entity that provides various essential services to an Operating Company (OC). These services include: By consolidating these services…
Charitable Gift Financing
Learn how high-net-worth individuals can use third-party loans to make larger tax-deductible contributions to their favorite charities. From grantor trusts to interest rates, this informative piece covers all the key elements you need to understand. Discover how Charitable Gift Financing benefits both donors and charities, and how you can use this powerful tool to support causes you care about.
Tax Benefits of Defined Benefit Plans for High-Income Small Business Owners
This article will begin a slight change in our direction moving forward. We are looking for ways to have more capital to use for contributing to God’s work. Please note,…
Charitable Planning with AI and Cryptocurrency
Cryptocurrency has revolutionized the financial landscape, and its impact extends beyond investment portfolios.
Reverse Mortgages and Charitable Planning
Reverse mortgages are often surrounded by a lot of misconceptions. Many classify it as a desperate last move
Charitable Gift Financing
Financing can allow you to enhance your charitable gift by 10x. Charitable Gift Financing is a strategy that enables charitably inclined high-net-worth individuals to use a third-party loan to make a tax-deductible contribution to charitable organizations.
Charitable Giving, Foreign Nationals, EB5 and IC-DISC
A foreign national can qualify to purchase life insurance from U.S. based carrier and this market been described as “exploding.”
Charitable Giving and Premium Finance and Premium Funding
Let’s start by discussing what premium finance is not. It is not a tactic whereby you can get “free” insurance. This past year there have been some organizations marketing premium…
Charitable Giving and Life Insurance Part 4, Indexed Universal Life
Similar to whole life, Indexed Universal Life has a cash value component. But the gains in an IUL are benchmarked to an index
Charitable Giving and Life Insurance Part 3, Whole Life
We are going to spend some time on life insurance. As you may have seen, we already have. I’m taking the time to help you understand the power it can have because it can help you make an impact on missions. I’m also taking the time because it’s important to understand how it works. For this article I am going to describe a made up policy. I am using made up numbers. Why would I do this? So we focus on the concepts and avoid getting into the weeds over numbers. The time to get into the weeds over the numbers is when you are actually looking to establish a policy. Let’s dive in.