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Estate planning
Life Settlements: Minimizing Liability – Avoid the Biggest Mistakes in a Life Settlement Transaction
Topics: Best interest, Estate planning, insurance, key man insurance, Life Insurance, life settlement
Want to learn more about life settlements? Click here for the full series of videos brought to you by Finseca’s partners at the Ashar Group. Want to learn more from the experts directly? Visit our partners at ashargroup.com.
IRS Issues Surprising Guidance on IRA RMD’s
Topics: advocacy, Estate planning, Estate tax, individual tax, IRAs, Retirement planning, RMDs, SECURE Act
Josh Caron Finseca VP Legislative Affairs 4.20.21 On March 25th, the IRS issued Publication 590, an annual release of the tax rules on withdrawing funds from individual retirement accounts. Contained in the publication is guidance that has been interpreted to state that eligible beneficiaries who inherited an IRA after SECURE went into effect would be…
Budget Chairman Bernie Sanders holds hearing on “rigged” tax code – preview of infrastructure offsets?
Topics: advocacy, Estate planning, Estate tax, individual tax, wealth tax
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…
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.