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Key Benefits of PPLI & PPVA

Carmel Capital Partners takes active measures to optimize our partners' investment strategies while minimizing their tax exposure, particularly...

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In a True Partnership, Financial Accountability Goes Well Beyond the Investment Strategy.

Over the course of my twenty-plus years as a professional investor, I have given a great deal of thought to the idea of accountability. The...

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Ensuring a Seamless Transition: Crafting a Tax-Conscious Business Succession Plan

For wealthy families and entrepreneurs, building a successful business is a testament to their vision, hard work, and entrepreneurial acumen....