AALU Tax Reform Update The AALU recently released an update on the much-anticipated tax reform and how it impacts life insurance planning. President Trump wanted to have the tax reform… Read more »
Financial Planning on the (Possible) Eve of Tax Reform
Tax Reform Status President Trump’s tax reform proposal mirrors what he promised during his campaign. With the prospect of major tax reform on the horizon, it is important to stay… Read more »
Top 2017 Compensation Questions To Ask
It’s no secret that the new administration has very different governance practices and priorities. Congress and CEO Pay Ratio regulations are being examined and the SEC has opened the topics… Read more »
Tax Reform Faces an Uphill Challenge
Many Americans are eager to enjoy the across the board tax rate cuts that President Trump promised so frequently during the election. There are numerous Republican law makers that have… Read more »
Retirement Security Concerns Rise Post-Election
I recently attended The American College of Financial Services Board meeting where there was much discussion on the need for retirement income planning in today’s society. As President Donald Trump begins… Read more »
Best Practices for Managing Life Insurance Trusts
Best Practices for Managing Life Insurance Trusts Irrevocable life insurance trusts (“ILIT’s”) are facing fiduciary challenges in asset management and administration. Litigation directed toward trustees of ILIT’s for breaches of… Read more »
Succession Planning In A Family Business
Recently, I attended a speech related to business succession planning in family-owned businesses. The speakers included a panel of three majority shareholders of family-owned businesses, one of which was working… Read more »
Pension Plan Funded Status
An article in CFO Magazine outlines the status of pension plans in Fortune 1000 companies. By the end of 2015, there was not a change in the pension plan funded status of the U.S. corporate… Read more »
How Executives Minimize the Retirement Tax Hit – Plan Ahead
Nikki Kook – Marketing and New Business Make a plan for your large retirement payouts, such as stock awards and deferred compensation, at least one to two years before leaving…. Read more »
Estate Planning is Ever-Changing
Amy Vos – Case Coordination and Support Estate planning is changing as tax laws are changing. Factors that impact the decision to use a lifetime gift or include as an… Read more »