Infinite Banking for Physicians: Benefits, Strategies, and Resources

Key Takeaways Infinite banking for physicians is a personal finance strategy that utilizes whole life insurance to develop a private banking system. It allows doctors to borrow against cash value for practice expenses, investments, or emergency needs while the policy accrues tax-deferred growth. Advocates point to loan flexibility, creditor protection in some states, and rates […]

Accredited Investor: Criteria, Responsibilities, and How to Calculate Net Worth

Key Takeaways Who can invest in some private securities by satisfying income or net worth rules. These rules establish a US benchmark of $200,000 in annual income or $300,000 with a spouse, or $1 million in net worth, discounting the value of a primary home. They have professional licenses and entity tests for entities and […]

PPM (Personally Procured Move) Checklist and Best Practices

Key Takeaways Ppm checklist – a short list of tasks to keep equipment and facilities working reliably. It lists regular inspections, times, components to verify, and precautionary measures. Managers use it to minimize downtime, track costs by metric units, and achieve compliance. Defined responsibilities and easy documentation keep teams on time and detect wear promptly. […]

Regulation D Offerings Explained: Purpose, Accredited Investor Criteria, and Benefits

Key Takeaways Regulation D offerings are private offerings of securities that are exempt from SEC registration under Rule 504, 505, or 506. These offerings allow companies to raise capital from accredited investors and, in certain instances, as many as 35 non-accredited investors with reduced disclosure. They determine investment caps, filing obligations, and resale limitations that […]

Global private equity tax trends: implications for funds, investors, and structures

Key Takeaways Private equity tax is the laws and rates that govern how income and gains from private equity investments are taxed. Think carried interest, partnership income, dividend-like distributions, and capital gains when investments exit. Regulations differ across countries and impact fund formations, investor distributions, and transaction timing. Smart tax planning can make a difference […]

Comprehensive Asset Protection Strategies: Proactive Legal Steps to Protect Your Wealth

Key Takeaways Asset protection strategies are tactics to protect cash and assets from loss or litigation. They span everything from basic insurance and wills to trusts, LLCs, and retirement accounts. Good plans align legal instruments to objectives such as tax simplification, estate definiteness, or creditor restrictions. Decisions vary based on jurisdiction, type of risk, and […]

Accredited Investor Net Worth, Income, and Verification Requirements

Key Takeaways An accredited investor worth refers to the minimum net worth or income that qualifies an individual to invest in certain private securities. In most countries, the bar is a net worth of $1,000,000 or more without counting primary residence or an income of $200,000 for individuals. These limits are intended to align higher-risk […]