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SERP: For Key Executive Retention

A supplemental retirement plan may be offered to a broad range of employees. But supplemental executive retirement plans (SERPs) are reserved for the company’s elite. n n Click here to read the full article at SmartAsset.com n n A SERP is a non-qualified deferred compensation plan offered to a company’s key employees, including CEOs, CFOs…

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The Great Inflation Debate

The S&P 500 declined 4.0% from May 10 to May 12, the largest three-day selloff in five months. The Nasdaq composite declined 5.2% and the Russell 2000 index of small capitalization stocks declined 6.0%. We believe investor concerns about inflation sparked the pullback. n n Click here to read the full article from Roosevelt Investments…

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Securities Based Line of Credit

Leverage the Value of your brokerage account through securities-based lending. n n Read the full Brochure n n The information contained in archived material was based on information that was current prior to the expiration date. This historical material should be used as a reference only and may not be indicative of current circumstances or…

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Exeter: Overview of Cost Segregation Analysis

What is a Cost Segregation Analysis?  n A cost segregation study is the strategic process where a cost segregation consultant analyzes commercial real estate to determine whether identifying and segregating certain components of the property as personal property (Section 1245 Property) that are separate and distinct from the real property (Section 1250 Property) will produce…

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Oxford: Plan for the Unexpected

Helping America’s Business Owners n From its origins in ancient times, insurance has evolved in response to the need for business owners to mitigate against or diversify from the risks that they confront in their commercial activities. As insurance solutions have advanced through the ages, pooling and diversification of these risks have progressed to become…

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Oxford: Captives, Taxation / Legal

Case law impacting business owners who created captive insurance companies began in the early 1900s. This long-standing history of court decisions provides us with a roadmap to allow successful implementation of a captive insurance company, with predictable tax results. n n Captives generally pay income tax on net earnings annually. If the captive meets certain qualification…

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