Jay CliffordDeducting retirement care costs under IRS medical rules is a high-risk strategy that rarely works out. Learn how uncoordinated long-term care distributions can trigger an artificial spike in your tax bracket—and how to plan ahead.
Doug McClureLearn how the 7.5% AGI threshold and standard deductions affect long-term care costs in Tucson. Discover tax-efficient alternatives under the Pension Protection Act.
Doug McClureAddress the complexities of separating high-value commercial real estate from operational corporate equity. Learn the tax stewardship timing rules for Southern Arizona business families.
Doug McClureDiscover how to create retirement income from a business by optimizing corporate exit paths, ESOP tax mechanics, and structured wealth transition strategies.
Global Investment Strategies provides educational planning concepts and works alongside your qualified legal, tax, and financial professionals. We serve the greater Tucson community, including Oro Valley, Catalina Foothills, Marana, and surrounding areas.| Copyright 2026. Global Investment Strategies. Tucson, Arizona. All Rights Reserved.
