Category: Uncategorized
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The Economic Substance Doctrine of Charitable Gift Financing
[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin=”-47px|||||” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”] Our goal at Wealth Excel is to help high-wage earners, and profitable small-business owner clients amplify charitable giving by leveraging third-party financing. Our blueprint outlines the advantages of capitalizing on the law enacted in 1978 (IRC §170(a)) that is…
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Retirement Planning: Top five reasons small business owners must consider
[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin=”-47px|||||” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”] Humans are living longer than ever before. Between the advent of modern medicine and hyper-awareness towards exercise, eating clean, and a work-life balance, you can expect many wonderful golden years ahead of you. The only problem is ensuring those…
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Pre-Tax Wealth – Webinar with MY CPE
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Charitable Gift Financing – Webinar with MY CPE
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