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Case Study
Tuesday, February 11, 2025
Universal Financial Consultants
How a Cash Balance Plan Helped a Business Owner Save $275K in Taxes
If you work with high-income business owners looking to reduce taxes and accelerate retirement savings, this case study is a must-read.
Guide
Friday, December 6, 2024
Commonwealth
4 Key Drivers to Launch Your Enterprise Transformation
Expanding your business requires more of everything—including assets, staff, and time—to meet your ambitious goals. Discover the four key drivers that turn advisory firms into thriving enterprises.
Guide
Thursday, March 14, 2024
Axos Advisor Services
Become a More Holistic Advisor
How to enhance client services and grow your business by adding integrated cash management solutions to serve both sides of the balance sheet.
Guide
Friday, October 13, 2023
Universal Financial Consultants
How to Defer Capital Gains Taxes and Have a Bank Pay Them Instead
Many successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.
Guide
Wednesday, February 22, 2023
Commonwealth
The Ultimate Retirement Income Planning Guide for Advisors
Our free download helps you prepare your clients for the next phase of their life.
Research / Report
Wednesday, December 21, 2022
Universal Financial Consultants
