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PODCAST: Williams Mullen's Benefits Companion - Employee Stock Ownership Plans (ESOPs) Explained
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Impuesto de Timbre: Cuantía indeterminada
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Podcast - Colaborar por contrato... sí funciona
Charitable Split Interest Trust Planning with Dale Schroeder and Anneke Niemira, Part Two
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A lesser-known financial upside of Continuing Care Retirement Community (CCRCs) is the potential tax deductibility of a portion of the entrance fee and monthly fees....more
Tens of millions of us endured the annual paper chase of tracking down and sorting through receipts and forms so we could file income tax returns. Here’s another paper exercise that promises more personal benefits than just...more
How do I pay for post-retirement medical expenses? Your answer - 401(h) medical plans. #retirement #estateplanning #financialadvisor #payfornursinghome #medicalplans...more
Nowotny On Death and Taxes podcast #38 discusses 3 significant benefits of the 401(h) post-retirement medical expenses plan; Significant tax deductible contributions, tax deductible growth while in the plan and the ability to...more
Barron’s recently reported in an article called The Real Cost of Healthcare in Retirement. The article suggests that seniors with adequate Medicare coverage will spend on average $260,000 per couple on healthcare from age 65...more
Gerry discusses 401(h) post-retirement medical plans. These are ancillary benefits that snap onto defined benefit or money purchase plans. This is a powerful benefit you should be discussing with your clients!...more
In episode #35 of Nowotny On Death and Taxes - Nowotny Knows Squat! Using Post-Retirement Medical Plans to Raise Assets Under Management and Sell Life Insurance; this podcast focuses on the 401(h) plan. This strategy provides...more
The Accidental Entrepreneur Series Part V is a great idea for health reimbursement accounts for small business. ...more
Nowotny On Death and Taxes Podcast episode #27 is Part V in the series The Accidental Entrepreneur and covers using the ideal corporate structure for personal healthcare cost savings....more
Morgan Lewis recently submitted a comprehensive list of IRS relief recommendations to the head of the IRS Office of Chief Counsel....more
Tax season is right around the corner, but good tax planning takes place all year long! See below for some of our favorite tips and tricks. These cover a variety of areas including charitable giving, estate tax exemptions,...more
Every year, the IRS announces the annual limits for various types of employee benefits, such as Health Savings Accounts (HSAs). The IRS has already changed the 2018 annual limits for HSAs twice this year, which may have...more
The Tax Cuts and Jobs Act (“TCJA”) creates the need for tax planning with respect to several major life-changing activities individuals may encounter, including marriage, divorce, home ownership, casualty losses, medical...more