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Accountants will want to fulfill their fiduciary responsibility, while avoiding fiduciary liability.
April 16The TOLI Center East -
Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.
June 17The TOLI Center East -
Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.
May 20The TOLI Center East -
Accountants should be engaging more deeply with business owner clients’ succession plans.
December 19American Business -
Premium financing can be a powerful tool, but it must be thoughtfully designed, well underwritten and thoroughly understood.
September 18OC Consulting Group -
His analysis underscored how sweeping accounting changes coming in the next few years are raising questions for the life insurance industry.
August 19 -
When partners retire, maintaining client relationships and providing clear expectations are important building blocks for a firm’s sustained success.
April 24Levenfeld Pearlstein LLC -
Proposed regulations spell out the requirements under the Tax Cuts and Jobs Act, including some new forms.
March 22 -
You’ve no doubt been offered the opportunity to purchase inexpensive term insurance through your association, but what happens when you get older?
February 22The TOLI Center East -
Make sure clients understand all the consequences, tax-related and otherwise, before taking action.
December 18OC Consulting Group