Looking Forward Series

(June 3, 2014)
6-June2014Newsletter.pdf download View | Download
Summary: The June 2014 Edition of the “Looking Forward Series” examines trends in the life insurance industry.
Categories: Looking Forward Series
(June 3, 2014)
AALUNewsWire3.14.141.pdf download View | Download
Summary: An Iowa federal bankruptcy court ruled that exempt life insurance cash values received during bankruptcy and used to pay down the mortgage of the debtors’ homestead kept their character as exempt assets.
Categories: Looking Forward Series
(April 1, 2014)
4-Apr2014Newsletter3.pdf download View | Download
Summary: The April 2014 Edition of the “Looking Forward Series” examines trends in the life insurance industry.
Categories: Looking Forward Series
(March 5, 2014)
3-Mar2014Newsletter1.pdf download View | Download
Summary: The March 2014 Edition of the “Looking Forward Series” examines trends in the life insurance industry.
Categories: Looking Forward Series
(March 3, 2014)
The-New-Playing-Field-A-Review-of-the-Net-Investment-Income-Tax-and-Final-Regulations.pdf download View | Download
Summary: Summary: The new net investment income tax (“NIIT”) imposes an additional 3.8% tax on passive income received by individuals, trusts and estates. The combined impact of the NIIT and higher income tax brackets result in federal tax rates up to
Categories: Looking Forward Series
(February 3, 2014)
2-Feb2014Newsletter1.pdf download View | Download
Summary: The February 2014 Edition of the “Looking Forward Series” examines trends in the life insurance industry.
Categories: Looking Forward Series
(January 30, 2014)
GTAlert_High-Probability-of-Estate-Tax-Audit-Necessitates-Advance-Prepar....pdf download View | Download
Summary: Summary: Budgetary pressures in recent years have constrained the IRS’s ability to devote significant resources to effective routine enforcement of individual income tax return fillings. But the low “audit coverage” in the individual arena is not reflective of the scrutiny
Categories: Looking Forward Series
(December 31, 2013)
LookingForward-Jan2014.pdf download View | Download
Summary: The January 2014 Edition of the “Looking Forward Series” examines trends in the life insurance industry.
Categories: Looking Forward Series
(December 9, 2013)
WRMarketplace_13.48_12.5.pdf download View | Download
Summary: Recent private letter rulings involving trust-to-trust policy sale seem to indicate that the IRS may allow strategies that offer some flexibility in “irrevocable” trust planning. Clients should understand the potential options for restructuring irrevocable insurance plans and the importance of
Categories: Looking Forward Series
(August 22, 2013)
AALU-Washington-Report-822132.pdf download View | Download
Summary: As foreign nationals continue to view the U.S. as a desirable location for both long-term residence and investments, there is a growing interest in life insurance planning for these individuals to address the corresponding increase in their U.S. transfer tax
Categories: Looking Forward Series
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