California Broker Knowledge Hub

Guide

Wednesday, May 28, 2025 Universal Financial Consultants

Why the “Big Beautiful Bill” Might Be a Big Mistake for Business Owners

Discover the Hidden Risks High-Net-Worth Clients Face

Guide

Thursday, May 8, 2025 Universal Financial Consultants

Tax Season Isn’t Over for Extended Filers—Here’s How to Maximize the Opportunity

Discover 5 High-Impact Strategies to Help Affluent Clients Reduce Tax Burden and Enhance Long-Term Planning

Guide

Tuesday, March 18, 2025 The Difference Card

A Guide to MERP Options and Their Tax Benefits and Advantages

Employers can enjoy significant tax advantages when they use a MERP to reduce healthcare benefits costs. Check out this Guide to learn more!

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