Anatoly IofeAug 15, 20238 minThe Benefits of Diversifying Investment Portfolios with Alternative InvestmentsA well-diversified investment portfolio is a key element of successful financial planning. While traditional assets like stocks and bonds...
Anatoly IofeJul 12, 20233 minLeveraging Qualified Small Business Stock (QSBS) for Business Owners' PlanningQualified Small Business Stock (QSBS) is an often-overlooked tax incentive provided by the United States Internal Revenue Code (Section...
Anatoly IofeJul 1, 20233 minEstate Planning with Intentionally Defective Grantor TrustsWhen it comes to estate planning and wealth transfer strategies, individuals often seek methods that provide flexibility, tax advantages,...
Anatoly IofeJun 13, 20233 minThe Benefits of Using Qualified Terminable Interest TrustsQualified Terminable Interest Trusts (QTIP trusts) are powerful estate planning tools that offer numerous benefits to individuals looking...