What are your goals? Client case studies illustrate how Ashton Group can help ...
SECURE
your family's future
PRESERVE
your livelihood
LEVERAGE
your hard-earned assets
CONTROL
your estate transfer
OPTIMIZE
your investments
DISCOVER INNOVATIVE IDEAS TO BENEFIT YOUR CLIENTS AND BOOST YOUR BOTTOM LINE
September 2006 T&E Mag
August 2006 Press Release
August 2006 Wall Street Journal Article
June 2006 Cal Broker Mag
February 2006 Cal Broker Mag
August 2005 Cal Broker Mag
December 2004 - Permanent appeal of death tax unlikely
October 2004 - Avoiding the auction block
September 2004 - Idea for procrastinating clients
August 2004 - Idea for uninsurable clients
May 2004 - Swinging for a home run
April 2004 - Time to act on favorable estate tax
February 2004 - 484 families paid nearly 5 billion in estate taxes
November 2003 - Most Life Insurance Policies over 4 years old are now obsolete
October 2003 - 39 working days left. Here's help to resolve split dollar problems
September 2003 - The Split Dollar regs are out. Now What?
September 2003 - Partnership law yields the secret to making $100M insurance policies work
September 2003 - The Split Dollar Regs are out ... now what?
September 2003 - What do your children need to know about your estate planning?
July 2003 - Sarbanes-Oxley Sparks Frenzy of New York
June 2003-Inheriting a Business Just Got Harder
May 2003-Re: Split Dollar Rescue Strategy
April 2003 (Part 2)-Heckerling Topic: Is it "Fair to Bill Hourly When You Save a Client $50 Million?
April 2003 (Part 1)-Will History Repeat Itself?
March 2003-Sham Transaction Doctrine
March 2003-Don't leave the future of the family dealership up to fate
February 2003-IRS New Requirement for IRC Section 6166 Make Life Insurance More Attractive
October 2002-Sarbanes-Oxley Won't Affect IRS Approach to Split-Dollar Rules
August 2002-Split Dollar: IRS
July 2002 (Part 2)-New York Times: Split Dollar Article
July 2002 (Part 1)-Summary of Split Dollar: IRS Regulations
June 2002-"Kill the Death Tax!" In Your Dreams
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