August 26, 2020

Secrets to Private Retirement Plans

Click below to watch: Secrets to Private Retirement Plans March 25th 2020 For any questions, to claim CME credit, or […]
August 25, 2020

Private Retirement Life

Click below to watch: Private Retirement LifeSM April 29th 2020 JOIN US for a 1 HOUR POWER-PACKED TRAINING SESSION on […]
July 7, 2020

The Strategy of Financing Life Insurance

Raymond F. Olmo, CEO and Founding Partner of TRUST-CFO®, speaks with Jeffery M. Verdon, Managing Partner of Jeffery M. Verdon […]
June 30, 2020

How Planning is Affected in the Current Landscape

Josh and Ray sit down to talk about the world of asset protection during these times of both uncertainty and […]
June 23, 2020

Asset protection and the current legal climate

Click below to watch: Thoughts on asset protection and the current legal climate. centerno-repeat;left top;;auto10px
March 12, 2018
private retirement plan

The Tale of Two Partners: Do you want a 10% net return or 35%, using the same dollars?

Last year we set up a private retirement plan to exempt retained earnings for 2 business partners in the development […]
August 4, 2016
Is your Business Protected

Exempting Your Business Stock & Interests in a Private Retirement Plan

Funding Your Retirement with Your Business Stock While other retirement plans prohibit private business interest funding, a Private Retirement Plan (PRP) […]
July 25, 2016
101j Don't give money to the IRS

The Greatest Tax per Dollar…and Totally Unnecessary

Recently we were engaged by a CPA to help clean up a mess that will create a huge and completely […]
July 13, 2016
Does a tax deduction ever hurt you?

The Incredible “Non-Tax” Tax Benefits of a Private Retirement Plan

Ok, so when clients come in our door, they always seem to ask if they can get a tax-deduction for […]
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