Carried interest

Administration’s FY 2016 Budget- Part I: Something Old, Something New (with Sample Client Letter).

Topics: Capital gains, Carried interest, COLI/BOLI, DRD, Tax treatment, Transfer for value, Transfer taxes

Thursday, February 12, 2015WRM#15-05 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…