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The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
February 21 -
The AICPA's professional liability insurer will cover client services related to the Corporate Transparency Act's beneficial ownership information reporting requirement.
February 7Wolters Kluwer Tax & Accounting North America -
What you don't know can hurt you as it pertains to your clients as well as your own life insurance portfolio.
January 10The TOLI Center East -
ART programs provide a number of benefits, including more control over premiums and a more stable renewal process. However, the tax consequences require a thorough vetting.
December 26Zerbe, Miller, Fingeret, Frank and Jadav LLP -
More working Americans have a health savings account, but many are not using them to their fullest potential.
December 7 -
Stephen Vono and John Raspante of McGowan Pro look at the new areas that are sparking claims against firms — and the tools they can use to protect themselves.
October 16 -
As part of our 2023 Malpractice Liability Insurance Buyer's Guide, experts weigh in on the risks accountants are facing
October 6 -
An inside look at nine of the top programs protecting accounting practices.
October 6 -
There will always be both business owners and individuals who drag their feet on different elements of their financial planning.
September 22Napier Financial -
Some worry the proposed regulations could make it more difficult for small and midsized businesses to obtain coverage in case of disaster.
September 14