When the IRS Wants Your Life Insurance Policy
The government can establish a lien against a policy. It can also foreclose.
GOP Tax Plan Increases Need for Estate Planning Flexibility
For high-net-worth clients, the key principle today is keeping options open.
Panel: Employers Face ACA Social Security Number Error Nightmares
An advisory council is pleading with the IRS to give employers relief.
5 Ways to Qualify for Abatement of IRS Penalties
Here's more of the background knowledge you need to talk to tax professionals.
9 New 2018 Tax Numbers to Know
Here are IRS updates that will affect insurance, estate and annuity planning.
7 Things to Know About IRS Private Letter Rulings
Some clients have cases that defy off-the-shelf solutions.
IRS Withdraws Estate, Gift Tax Valuation Regulations
The Obama-era rules are among eight "tax burdens" that the Trump administration wants to eliminate.
Trump Tax Cuts and Tax-Free Retirement Planning
Here’s one wrinkle: any changes made through budget reconciliation would expire in year 11.
New GOP Tax Framework Includes Caregiver Tax Credit
The 9-page document also calls for killing the estate tax and keeping deductions for charitable giving.
The Tall Tax Tale of Why Country Songwriters Get Capital Gain Treatment
This tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.