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What are the Differences Between a GRAT and an IDGT?

This video describes the differences between a Grantor Retained Annuity Trust (GRAT) and an Intentionally Defective Grantor Trust (IDGT).

How to Use an Intentionally Defective Grantor Trust (IDGT) to Transfer a Family Business

This video describes how to use an Intentionally Defective Grantor Trust (IDGT) to transfer a family business. It also discusses the advantages and disadvantages of an IDGT and includes an illustration of the wealth transfer technique.

How to Use a Grantor Retained Annuity Trust (GRAT) to Transfer a Family Business

This video discusses how to use a Grantor retained Annuity Trust (GRAT) to transfer a family business. It discusses the common goals for a family business owner and the advantages and disadvantages of using a GRAT to solve for these goals. An illustration is also provided to help visualize the workings of the family business transfer concept.

Benefits of Implementing a Leveraged ESOP

Learn about the benefits of implementing a leveraged Employee Stock Ownership Plan (ESOP).
Selling to an ESOP and how a selling shareholder can obtain tax-deferral in an ESOP transaction is discussed and illustrated.