October 23, 2025A comprehensive, critical guide for accountants on the Business Owner's Financial Journey. This framework goes beyond conventional wisdom to enable…- October 15, 2025A comprehensive glossary defining the key terms and concepts at the heart of every Immediate Financing Arrangement (IFA), from foundational…
- October 13, 2025An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. How do you know if it’s right for you?…
- October 11, 2025Move beyond the marketing hype to deconstruct the three most critical and costly misconceptions about the Immediate Financing Arrangement (IFA),…
- October 7, 2025An essential guide for accountants on the strategic options for an early exit from an Immediate Financing Arrangement (IFA). This…
- October 5, 2025A research companion for accountants on combining an IFA with strategic philanthropy to amplify client impact, create new assets, and…
- October 3, 2025Discover how to use an Immediate Financing Arrangement (IFA) to fund a life insurance policy for estate equalization, allowing your…
- September 18, 2025For accountants advising high-net-worth clients, it's crucial to understand the difference between conventional investment loans and an Immediate Financing Arrangement…
- September 12, 2025For accountants advising clients on leveraged investing, this guide compares the Immediate Financing Arrangement (IFA) and the Home Equity Line…
- September 5, 2025A CPA's guide to the critical risks hidden in an Immediate Financing Arrangement (IFA) loan agreement. Learn to analyze personal…
