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A Japanese accounting group is seeking to ease rules on how life insurers book paper losses on government bonds, a move that would provide a relief for the major holders of the nation's debt.
February 18 -
Tax advisors can play a significant role in alerting clients to the availability of various options and strategies for an unneeded life insurance death benefit.
October 20
The TOLI Center East -
Eight major health care giants saved billions in taxes thanks to the Tax Cuts and Jobs Act, while increasing costs, denying care and cutting staff.
September 3 -
Here's why insurance-funded redemptions do not necessarily increase enterprise value and how a Supreme Court decision didn't reflect economic reality.
July 15
Withum -
Emailing an unprotected return; Sec. 899; IRMMA tactics; and other highlights from our favorite tax bloggers.
June 10
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The committee also proposes limiting states' ability to pay their share of Medicaid by placing a moratorium on new or increased taxes on medical providers.
May 12 -
Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.
March 25
Casner & Edwards -
Mehmet Oz, Trump's nominee to lead the Centers for Medicare and Medicaid Services, may have "significantly" underpaid Social Security and Medicare taxes.
March 13 -
For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3 -
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can use to highlight the value of HSAs.
February 11 -
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.
February 10 -
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 27 -
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 22 -
Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.
January 10
The TOLI Center East -
Experts share a handful of new and emerging threats that CPA firms should keep an eye out for.
December 26 -
The market for professional malpractice liability insurance is evolving even as the profession evolves.
December 26 -
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.
November 7 -
Liability insurance experts examine the current landscape of risk.
October 31 -
Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.
October 28 -
Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.
September 19
Real Easy Medicare













