Corporate-Owned Life Insurance
FAQ:
Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also...
Published on May 10, 2010
The CPAs Guide to Financial and Estate Planning Volume 2
Guide:
Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
Published on November 23, 2011
What all CPAs Should Know about Insurance Planning
Presentation:
Provided is guidance to insurance planning for CPAs, which includes information on the life settlements market, stranger or investor owned life insurance, financial strength, tax traps, and much more including insurance illustrations
Published on June 07, 2010
Insurance Analysis & Implementation What CPA Financial Planners Need to Know
Webcast:
As trusted advisers, CPAs are in the best position to meet clients' insurance planning needs. Join Lee Slavutin as he shares the key considerations to address with your clients now
Published on November 16, 2011
What All CPAs should know about Insurance Planning
Webcast:
In this web seminar, Lee Slavutin, MD, CPC, CLU discusses life insurance strategies of which all CPA financial planners should be aware
Published on October 09, 2012
Planning an Estate
Overview:
Access information and resources related to planning an estate. Topics covered include life insurance, trusts and more
Published on May 07, 2010
The CPAs Guide to Financial and Estate Planning Volume 2 - 2012
Guide:
2012 Update: Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction
Published on September 09, 2012
From Tax Preparer to Financial Planner The Road Best Traveled Part 2 of 4
Presentation:
Part 2 of 4 – Moving from Tax Compliance to Tax Planning Session 3 of 5 - Tax Planning with Life Insurance, Annuities and Long-Term Care
Published on June 28, 2012
The CPAs Role in an Aging Society Life Settlements
Webcast:
In this web seminar, you will learn the basics of life settlements, how to evaluate this tool for clients, how to improve your clients financial situation with an asset that they may not need or want, and the process for...
Published on October 09, 2012
Estate Planning Protecting Your Family, Providing for Your Wishes
Article:
...strategies for protecting your assets, distributing them according to your wishes, and otherwise providing for your family. A carefully developed estate plan can help make the transition to a life without you easier for your family
Published on September 30, 2010
IDGTs Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things!
Webcast:
In this web seminar recording, Tom Tillery addresses how to use Intentionally Defective Grantor Trusts to address income tax, asset protection and life insurance needs
Published on April 26, 2013
Changing Jobs
Overview:
Changing Jobs discusses consideration for job changers or those just starting out. Topics include a range of benefits, health insurance, and life insurance
Published on May 07, 2010
IDGTs Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things! (Audio)
Audio:
In this recording, Tom Tillery addresses how to use Intentionally Defective Grantor Trusts to address income tax, asset protection and life insurance needs
Published on May 10, 2013
The Rising Popularity Of Hybrid Long-Term Care Policies
Newsletter:
In this September/October 2012 edition of The Kitces Report, Michael Kitces examines the rising popularity “asset-based” long-term care insurance, which is a hybrid of LTC coverage and a life insurance or annuity policy
Published on February 08, 2013
New Concept Pieces, Consumer Articles, Other Materials - September 22, 2010
Tools:
Forefield has created new concept pieces and articles that that bring together materials that discuss health-care reform legislation.
Published on September 22, 2010