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Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
April 15 -
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 -
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 -
Don’t get stuck doing ‘a quick review’ or checking what clients have already bought.
March 9Napier Financial -
These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.
January 4Horowitz and Rubenstein LLC -
Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.
November 16 -
Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.
October 4 -
The uber-rich are already using a trick to avoid paying the higher taxes proposed by Democrats, but it won’t work for the moderately.
September 13 -
Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.
September 3TrustLife Insurance Management -
Many on Wall Street think they’ve found just the thing to hide from a tax hike.
September 2