Designing a Tax-Efficient Long-Term Care Strategy in Tucson

Designing a Tax-Efficient Long-Term Care Strategy in Tucson

Designing a Tax-Efficient Long-Term Care Strategy in TucsonDoug McClure
Published on: 11/06/2026

Learn 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.

Income Planning
Pima County Business Equity & Real Estate Transitions | GIS

Pima County Business Equity & Real Estate Transitions | GIS

Pima County Business Equity & Real Estate Transitions | GISDoug McClure
Published on: 03/06/2026

Address the complexities of separating high-value commercial real estate from operational corporate equity. Learn the tax stewardship timing rules for Southern Arizona business families.

Business planning
How to Create Retirement Income from a Business | GIS Tucson

How to Create Retirement Income from a Business | GIS Tucson

How to Create Retirement Income from a Business | GIS TucsonDoug McClure
Published on: 03/06/2026

Discover how to create retirement income from a business by optimizing corporate exit paths, ESOP tax mechanics, and structured wealth transition strategies.

Business planningBusiness Succession Planning
Management Buyout vs ESOP: Internal Exit & Continuity Frameworks

Management Buyout vs ESOP: Internal Exit & Continuity Frameworks

Management Buyout vs ESOP: Internal Exit & Continuity FrameworksDoug McClure
Published on: 02/06/2026

Compare the technical mechanics of a Management Buyout (MBO) vs. an ESOP. Analyze internal business transition frameworks to mitigate risk and manage tax timing.

Business Exit Planning

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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.