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Make sure clients understand all the consequences, tax-related and otherwise, before taking action.
December 18OC Consulting Group -
The Financial Accounting Standards Board released a long-awaited accounting standards update Wednesday to improve the financial reporting for insurance companies that issue long-duration contracts, such as life insurance, disability income, long-term care and annuities.
August 15 - OC Consulting Group
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The private equity firm has an enticing pitch for the ultra wealthy: Invest in hedge funds and avoid paying taxes forever.
May 29 -
The Internal Revenue Service spelled out new information reporting requirements Thursday for some life insurance contracts required under the recently enacted Tax Cuts and Jobs Act.
April 26 -
If your business clients want to reward employees for their loyal service after a five-, 10- or 20-year period and keep them around for longer, a deferred compensation plan can work well.
April 17The TOLI Center East -
The House Ways and Means Committee approved revisions to the GOP tax legislation—changes that would trim the bill’s cost, putting it within the $1.5 trillion limit set by the congressional budget.
November 9 -
Why aren’t CPAs focused on this insidious growing problem that can adversely affect the families and businesses they been protecting for years?
September 19The TOLI Center East