Change creates opportunity. With increased exemptions, income tax planning is now the focus for many. Private placement products are gaining a much needed foothold in the supplemental income market. Lower maximum tax rates for C corporations means utilizing “split-dollar” plans to gain an advantage when securing life and long-term care insurance. Learn what strategies may be the right move in today’s tax environment.
May 2, 2019 – What’s Old is New Again – Insurance Planning Under the New Tax Law; Presented by Trey Fairman, JD, LL.M and Cody Parks, Esq.