Navigating the New Landscape: Estate of Connelly v. United States and Its Impact on Corporate-Owned Life Insurance for Closely Held Businesses
August 13th, 2024
At Gideon, our consistent focus has been maintaining a balanced, independent outlook for our clients. We weigh risks to tailor portfolios and solutions that meet our clients' needs and objectives across market cycles. As such, our monthly market observations summary highlights key developments and insights in the market.