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    Life Insurance Trusts

    Overview Join Lee Slavutin as he shares the key considerations to address with your clients reviewing pitfalls to avoid in life insurance trusts
    Published on July 27, 2014

    Life Insurance Funding Analysis Exhibit

    Exhibit This exhibit accompanies the Personal Financial Planning column in the June 2014 issue of The Tax Adviser.
    Published on May 31, 2014

    Life and Health Insurance Entities - Audit and Accounting Guide

    AICPA Store This 2014 edition contains updates on GAAP and statutory accounting and audit guidance related to life and health insurance entities. Get a solid background of the industry’s products and regulatory issues, and the transaction cycles that an insurance entity is involved with

    Reporting Life Insurance Transactions by S Corporations

    Article There is room for disagreement, if not confusion, over how to report transactions involving life insurance on the tax returns of S corporations
    Published on July 25, 2013

    Guidance on S Corporation Life Insurance Premiums Raises Questions

    Article The IRS recently issued long-awaited guidance on the treatment of life insurance premiums paid and life insurance proceeds received by an S corporation
    Published on May 10, 2010

    Taxability of Employer-Owned Life Insurance Contracts

    Article Sec. 101(j)(1) limits the amount of tax-free treatment a person (which can be any type of entity) can receive from the proceeds on an employer-owned life insurance (EOLI) contract
    Published on January 28, 2011

    Secure Financial Stability - Protecting Yourself and Your Family with Life Insurance

    Toolkit Learn about choosing life insurance coverage and characteristics of each type, in order to secure financial stability for those who depend on you in the event of your untimely death
    Published on April 26, 2013

    Analysis of Life Insurance Policies

    Overview Join Lee Slavutin as he provides a rational approach to selecting a suitable Life Insurance product commonly used in estate and financial planning
    Published on July 27, 2014

    A Holistic View of Permanent Protection

    Article Learn why life insurance is part of a complete estate planning engagement
    Published on March 25, 2014

    CPA/PFS Perspectives: Addressing Client Life Insurance Questions in your Practice

    AICPA Store ...6 - In this webcast you will learn how three simple estate planning questions can increase your client’s net worth, how other CPAs structure their practices to address life insurance, what compliance and standards apply to insurance discussions and products, and how to separate client planning discussions from product evaluation discussions

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