News
Using Tax Insurance to Facilitate Renewable Energy Project Finance Transactions
Posted on 02/04/2025
The US federal government has long supported alternative energy through financial incentives like grants and tax credits. The Inflation Reduction Act of 2022 (IRA) is a game-ch...
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Data Privacy Risk Management: Emerging Data Collection and Generative Artificial Intelligence Risks
Posted on 01/28/2025
In today’s rapidly evolving technological landscape, the complexities of artificial intelligence and data privacy are becoming increasingly challenging to navigate. As AI...
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US issues Transfer Pricing “Safe Harbor” guidance based on OECD’s “Amount B,” Taxpayers can benefit from the strategic use of tax insurance
Posted on 01/13/2025
The scope of tax liability insurance continues to broaden beyond its use in M&A deals and general tax planning scenarios. Global companies increasingly use tax insurance as...
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Vanbridge Advances Strategic Expansion of Life & Executive Benefits Platform with Acquisition of TDC Life.
Posted on 10/01/2024
We are thrilled to announce that TDC Life, an esteemed Ohio-based life insurance and estate planning firm, has become part of Vanbridge Life & Executive Benefits. This acqu...
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Mitchell K. Smith, President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes’ fourth annual Best-in-State list!
Posted on 08/01/2024
With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbe...
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Vanbridge and GreensLedge Announce Joint Venture and Launch of Alternative Letter of Credit (ALOC) Facility
Posted on 12/05/2023
GreensLedge and Vanbridge announced today the formation of their joint venture company, Convergence Point Solutions (CPS), and the launch of its Alternative Letter of Credit (A...
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Vanbridge Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency
Posted on 11/04/2022
We are thrilled to announce that the Larry Gordon Agency Inc. is now a part of the Vanbridge Life & Executive Benefits team. The acquisition continues our st...
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Vanbridge Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp (TNBC)
Posted on 10/03/2022
We are thrilled to announce that TNBC – The National Benefit Corp has become a part of the EPIC and Vanbridge Life & Executive Benefits team. This transacti...
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Vanbridge Expands National Footprint Across RIA, Family Office, High Net Worth and Corporate Client Markets with Dixon Wells Acquisition
Posted on 06/03/2022
We are proud to announce that Dixon Wells has chosen to become part of the EPIC and Vanbridge Life & Executive Benefits team, strengthening our focus on the clien...
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