June 2025
In a society where financial statements, tax returns and estate filings can be used against you, it may be time to change tactics. If you’re wealthy and successful and face the potential for lawsuits, divorce claims among family members or estate taxes

March 2025
Selling a business is a major financial milestone that comes with significant tax implications for owners of closely held businesses. While many owners focus on securing the highest sale price, fewer explore strategies that maximize their after-tax wealth.

September 2024
Under the current rules, their two adult children will have to withdraw the IRA funds within 10 years of their parents’ passing, likely during their peak earning years, which could lead to a heavy tax hit. This can mean up to 40% in taxes

Dec 2022
When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.

April 2023
There are several estate planning options advisors can guide blended families on to ensure the outcome is as they intended and that every family member is included.

March 2021
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.

January 2021
Financial Strategies Group, LLP (FSG), a full-service insurance general agency catering to the high-end life insurance market.

June 2020
FSG, a full-service insurance general agency (GA) catering to the high-end life insurance market, has expanded operations to allow more top-producing sales professionals to join the prestigious firm.

June 2020
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.