Josh Caron Finseca VP Legislative Affairs 4.6.21 The Senate Banking Committee, chaired by Independent Senator Bernie Sanders (I-VT), convened a hearing on March 25th to hear from witnesses concerning the “rigged tax code and making the wealthiest people and largest corporations pay their fair share of taxes”. Speaking at the hearing were Abigail Disney (Level…
Estate planning
Webinar: 2021 Tax Policy Insights for Estate Planning Professionals
Topics: advocacy, Business Tax, Estate planning, Estate tax, Tax, taxes, Wealth transfer
Will there be significant tax legislation in 2021? If so, how will the legislation affect the wealth transfer/estate planning market? Listen to Jeff Ricchetti for insights as to how the legislative winds are blowing at the end of Q1.
An Honest Look at Saving Taxes by Relocating from California or New York
Topics: Business Tax, Estate, Estate planning, Estate tax, legacy planning, Personal Tax, small Business, Tax Insights, taxes
Market Trend: Individuals and businesses in high tax jurisdictions have been expressing unprecedented interest in relocating to states with more manageable tax regimes. This is especially the case with business owners looking to sell their businesses. But whether this trend rises to the level of an “exodus”—as many characterize it—is up for debate. The impetus...
The Life Insurance Expert’s Guide to TOLI Trustees An interview with Michael Brohawn
Topics: Estate planning, Life Insurance, Sales Strategies, TOLI, Trusts
Curated for you by Finseca Staff and Michael Brohawn CFP® CLU® CAP® of Your Life Insurance Solution. Various forms of trusts and trust owned life insurance are standard estate planning tools, but according to TOLI expert Michael Brohawn CFP® CLU® CAP® roughly 80% of those trusts, and the life insurance held within, are administered by...
You Ask, We Answer: Breaking into estate planning – the relationships you need
Topics: Estate planning
Interested in Estate Planning? Building trusting professional relationships with other members of the estate planning team is key to your success. In this webinar, estate planning masters Carl Peterson and Ken Samuelson, two contributors to the recently released Finseca Master Class in Estate Planning, answer members’ questions on anything and everything about specializing in estate…
This WR Marketplace was created exclusively for Finseca Members by experts at Baker & Hostetler LLP and the Finseca staff. WR Marketplace #20-21 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the trusted…
The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker & Hostetler LLP and AALU/GAMA staff. WR Marketplace #20-15 was written by Michael P. Vito, Counsel, and Lindsay R. DeMoss D’Andrea, Staff Attorney, Baker & Hostetler LLP. AALU/GAMA WR Newswire and WR Marketplace are published by AALU/GAMA as part of the Essential Wisdom...
Intergenerational Legacy Planning Opportunities in the Wake of the COVID-19 Crisis
Topics: Estate planning
The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker Hostetler LLP and the AALU/GAMA staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-11 was written by Michael P. Vito, Counsel and John F. DeStefano, Associate of Baker & Hostetler LLP. The AALU...
Free Fallin’ – Plummeting Interest Rates Create Opportunities During Turbulent Times
Topics: Estate planning
The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker Hostetler LLP and the AALU/GAMA staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-09 was written by Jennifer M. Smith, Counsel; Michael P. Vito, Counsel; and Jonathan A. Schwartz, Associate of Baker &…