Month: July 2020

Done with taxes? Here’s a list of tax records you should keep!

Published on 7/30/30 We’ve reached the end of the 2019 tax cycle, and we are sure most of you must have filed your tax returns by now. We understand [...]

Understanding Potential Estate and Gift Tax Threats

Published on 7/29/2020 The tax debate has been going on for decades. Federal taxes especially have been lower for the past few years. The exemptions on [...]

Life insurance premium financing: A potential strategy for thriving business

Published on 7/20/2020 A business is not only mathematics related to profit and loss. There is so much more to running a business than maintaining [...]

Top 3 occupations that make for an ideal premium financing candidate

Published on 7/15/2020 The importance of having life insurance has grown over the past few months. The demand for life insurance among individuals has [...]

Here’s why Tax Day is important if you had a Capital Gains Event in 2019

Published on 7/13/2020 July 15 is notoriously vital for all taxpayers as the last date to file the taxes for the year 2019-20 without any penalty being [...]

What to do if you cannot file your taxes by the deadline, July 15

Published on 7/10/2020 July 15 is also known as the dreaded ‘Tax Day’ to most citizens. Tax Day is knocking our doors with less than a week to [...]

Here’s what you need to know if you plan to claim Social Security benefits amid COVID-19

Published on 7/6/2020 A good chunk of an average American’s income goes towards their retirement fund. It not only guarantees a regular flow of [...]