Centura Wealth Advisory

Explain how to design such qualified plans, the types of businesses they are suited for, and any caveats to look out for. #NCRetirementCenter

Strategies to reduce the estate tax liability that may significantly increase for many high-net-worth families after the TCJA expires. #estate #gift #taxes

Explore the benefits of unbundling financial services, especially for high-net-worth individuals and founder-led business owners. #advisors #finance

We'll explore the key strategies and considerations involved in reducing estate and gift taxes for affluent families. #wealth #estates #affluent

Understanding the risks versus benefits of ING trusts will enable you to make informed decisions about your wealth preservation strategies. #IRS

If your estate amount exceeds the estate tax exemption limit, a Qualified Personal Residence Trust might be for you. #estate #taxes

How PPLI serves as a tax-efficient way to grow assets from taxes while offering high flexibility and low fees. #insurance

Join them to learn about diversifying your portfolio outside of the U.S. markets, especially in private equity. #India #invest

They simplify private credit and direct lending, discussing their benefits, risks, and relevance in the current environment. #lending

The provisions that many states are offering, including California, to help taxpayers minimize the impact of the SALT deduction limit. #taxes #SALT

What Section 1202 entails, the primary eligibility criteria for QSBS (qualified small business stock) transactions, and the major tax benefits. #taxes

As a financial planner or wealth advisor, you know planning the future of the firm is essential for long-term success. #advisors

Unpack the four steps that fall below-the-line and three steps that fall above-the-line in financial planning. #financialplanning #finance

Holistic financial planning considers the big picture of an individual’s finances while including both short and long-term goals. #finances #planning

They also explore strategies to achieve greater risk-adjusted returns. #advisors #fiance #investing #economy

Alternative tax deferral strategies using UPREITs and DownREITs. #realestate #taxes #REITs

Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet?

With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money.

Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates.

Current commercial real estate landscape in Southern California, along with potential investment opportunities for both individuals and businesses.

What should you do when a major portion of your wealth is tied up in a single stock? #investor #business #concentratedstock

Do you want to diversify your portfolio by investing outside of the U.S. markets? #investing #india #finance

The cryptocurrency industry has grown tremendously in recent years, gaining interest from investors all over the world. #cryptocurrency

Irrevocable life insurance trusts can help you reduce your estate taxes so that you can maximize your wealth transfer to future generations.

Most high-net-worth families work with various professionals, how can you bring them all together and create a holistic financial plan?

Donating real estate can minimize your capital gains taxes, and amplify the impact of your charitable contributions in the community.

Robert simplifies the complexities of structured notes and discusses how you can use them to boost your returns. #investing 

Exploring ways to help you transfer maximum wealth to your beneficiaries in light of the expected tax changes under the Biden Administration.

The ins and outs of the current valuation landscape for both private and public companies. #investing #investor #valuations

How life insurance can be a powerful alternative vehicle for fixed income investments. #insurance #fixedincome #investing #investments

Things you can do before the 2021 year-end to minimize your estate taxes and ensure maximum wealth transfer to your beneficiaries.

Tune in now to learn how an ESOP can benefit you, your company, and your employees! #ESOP #business #sales #employees

The sale of a business is probably the most important transaction for every business owner and their family. It’s a life-changing event.

Various strategies to minimize the impact of the increased income and estate taxes on your finances. #taxes #government

Creating a retirement plan for yourself and your employees is a cornerstone of planning as a business owner. #retirement

How businesses can ramp up their virtual marketing efforts in the midst of a pandemic. #marketing #business #financialadvisors

Tax planning is as important as ever, and based on the recent elections it may have an impact on your personal and business income tax situation.

Alternative investments offer higher potential returns, and several benefits you won’t find from traditional investments. #investing 

Tune in now to learn how the single-family rental industry has become reliable for investors in recent years! #rental #investing #homes

Are you prepared for the potential estate tax implications if the Democratic Party wins the election? #election2020 #estatetax

Private placement life insurance is a tax efficient vehicle to provide Accredited Investors and Qualified Purchasers a means to transfer wealth.

The tax implications of multi-family real estate, and the impacts of COVID on the multi-family real estate market. #realestate

WINGs, NINGs, DINGs and ThINGs — yes, these are all real income tax strategies. #taxes #income #finance #investing

What the charitable lead annuity trust is, how it works, and its value to taxpayers and the number one risk of a it. #annuity #charity

An update on the CARES Act and what its provisions mean for business owners and ultra high-net-worth individuals. #wealth #planning

Discover powerful planning options for people who live in states that don’t have asset protection laws. #planning #protection #finance

When it comes to O-Zone, tax breaks are the headliner, but the actual underlying investment shouldn’t be overlooked. #financialadvisor

SBA PPP loans address many key questions and issues, however, some business owners remain in the dark and are looking for clarity.