by Gene Gordon | Mar 12, 2018 | blog, LinkedIn, PensionQuote Blog
Springing forward into daylight savings time also ushers in tax season and the fear that we may face a big tax bill in April. Another reality will set in soon due to the new tax bill, which will spell significant changes as to what will be tax deductible. Several...
by Gene Gordon | Jan 16, 2018 | PensionQuote Blog
Many business owners are putting the finishing touches on their New Year’s resolutions. It could be a new workout, eating and drinking less, a better golf game, or even a new charity to sponsor. All are good goals but what about a retirement plan… one that will allow...
by Gene Gordon | Nov 20, 2017 | Industry News Links, Members Area, PensionQuote Blog
If you are in the top tax bracket and wish you could significantly reduce your tax bill next spring, there are tax mitigation approaches that can fulfill your wish. With our strategy, high earners can defer significantly more taxes and in some cases avoid taxes...
by Ileana Bravo | Nov 14, 2017 | daily lfe, Members Area, PensionQuote Blog
Let’s get into the “swing” of custom tax strategies with an example from the Senior PGA tour. While you might think that tour players spend most of their time on the practice range, let me tell you that many of those long hitters also work closely with their financial...
by PensionQuote Inc. | Oct 23, 2017 | PensionQuote Blog
Are you familiar with premium financing of life insurance? Life insurance is often misunderstood by many financial professionals who underestimate its value as a powerful component of estate planning for the wealthy. A recent Forbes article highlights not only life...
by PensionQuote Inc. | Oct 13, 2017 | blog, PensionQuote Blog
Clemson Coach Dabo Swinney What do Clemson football coach Dabo Swinney and University of Michigan rival Jim Harbaugh have in common? Tax-advantaged life insurance plans that have made them the richest coaches in the D-1 big leagues. They are part of the top paid...
