10 New Tax Numbers for Life and Annuity Professionals to Know for 2026
By Allison BellThese are some of the parameters that will shape clients' future.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
August 18, 2025
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity AssetsThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
July 28, 2025
Should Clients Over 60 Do Roth Conversions?Taxes, retirement income, RMDs and legacies are especially important considerations for clients near or in retirement.
July 24, 2025
One Big Beautiful Estate Planning DilemmaThe exemption could stay high forever. That changes the planning math.
July 21, 2025
6 Ways Estate Planning Can Boost Practice GrowthA new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile not a fit for all clients, annuities can help address several common retirement planning concerns.