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Useful tips; pets and tax bills; becoming simply profitable; and other highlights from our favorite tax bloggers.
August 27 -
Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.
August 8The TOLI Center East -
The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.
July 10 -
A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.
June 10 -
When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.
May 3 -
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