IRS Announces “No Clawback” of Gift Tax Exemption Amount

On November 20, 2018 the IRS issued proposed regulations (expected…

Top 3 Reasons to Meet with Clients NOW

We are over halfway through 2018 and financial advisors are well…

7 Things You Should Know About EOLI

Employers own life insurance policies on the lives of their employees…

Squeezing Liquidity Out of Commercial Real Estate Assets

Do you have clients who have significant holdings in illiquid…

4 Tax-Efficient Ways to Pay Long Term Care Insurance Premiums

The costs of healthcare and long-term care (LTC) are top of mind…

Milk + Cookies

Long Term Care (LTC) insurance is the perfect complement to an…