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 June 12, 2013
Introduction to Insurance and Risk Management
Article:
Insurance and Risk Management Planning is the process of identifying the source and extent of an individual's risk of financial, physical, and personal loss, and developing strategies to manage...
Published on January 03, 2011
Insurance Analysis & Implementation What CPA Financial Planners Need to Know - Handout
Presentation:
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 June 12, 2013
Protection Planning
Overview:
Insurance and Risk Management Planning touches every aspect of life?health, home, family, business, and life itself. Find out how you can enhance your value by assessing the risks your...
Published on May 11, 2010
Insurance Analysis & Implementation What CPA Financial Planners Need to Know - Audio
Audio:
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 June 12, 2013
AICPA and Insurance Information Institute Highlight Tax Deductions for Losses Caused by Disaster
Press Release:
The Insurance Information Institute and the AICPA issued a press release outlining the income tax deduction that may be available for those who have suffered a significant loss in a disaster...
Published on May 07, 2010
Life Insurance Trusts
Presentation:
Learn the pitfalls to avoid in life insurance trusts
Published on June 12, 2013
The CPAs Role in Insurance and Risk Management Planning
Article:
...from personal financial goals and structuring a plan of action to ensure that the risks are adequately protected against. The specific role CPAs play in providing risk management and insurance planning services will depend on level of expertise and
Published on March 29, 2011
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
Year-End Insurance Planning
Webcast:
Make the most of your year-end planning meetings with clients by ensuring their planning and related insurance policies are in order. Join Lee Slavutin as he shares the key considerations to address with your clients now
Published on January 28, 2011
Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act
Tools:
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in the tax law...
Published on June 06, 2013
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
Analysis of Life Insurance
Presentation:
Learn how to review life insurance illustrations for the products commonly used in estate and financial planning
Published on June 12, 2013
Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
News:
On Wednesday, December 15th, the Senate passed “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010,” the tax compromise package to extend 2001 and 2003 tax cuts by a vote of 81-19. The House passed this legislation...
Published on December 21, 2010
Top 10 Insurance Planning Mistakes
Presentation:
Learn about the 10 tax traps to avoid in life insurance planning
Published on June 12, 2013