Jul 29, 2020 | Articles, Goals
To all you highly successful people – you professional athletes, broadcasters, attorneys, CPA’s, lenders, business owners, venture capitalists, artists, and entrepreneurs of every ilk – I have a question for you. And I want you to pause a moment before answering it....
Dec 11, 2019 | Articles, Business, Goals
Do you often find yourself so stuck in the forest that you can’t see the trees? You’re not alone! We’re all about empowering people to focus on what is most important to them. Having problems figuring it out? Contact us! But, in the meantime this article explores a...
Nov 14, 2018 | Articles, Finance, Goals
Do you know – really know – that your estate is in a good place for your heir(s) and executor? If you have any doubts about where you stand financially or where they’ll be when it’s time for your estate to be executed, now is the time to find...
Nov 8, 2018 | Articles, Finance, Goals, Professional Athletes
Do you or a colleague build your wealth in the international arena? This article demonstrates the importance of working with advisors knowledgeable in the relative merits of different tax jurisdictions. While the article did not mention it, the same holds true for...
Oct 30, 2018 | Articles, Finance, Goals
The new tax laws doubling the exemption from federal estate, gift and generation-skipping transfer tax to $11.18 MM per person presents planning opportunities, including potentially forgiving outstanding intrafamily debt. Are you affected but uncertain what to do?...
Oct 1, 2018 | Articles, Business, Finance, Goals
Do you know if short or long-term tax benefits will work best to help you achieve your goals? Best not to make any assumptions. At Loyalty Alliance we consider your circumstances when setting goals. If you have any questions or concerns, contact us! “Talk to a...
