Life Insurance Planning After Tax Reform Reviewed by Momizat on . Tax Overhaul Directly, Indirectly Affects Life Insurance Planning The recent overhaul of U.S. tax law will affect life insurance planning directly through chang Tax Overhaul Directly, Indirectly Affects Life Insurance Planning The recent overhaul of U.S. tax law will affect life insurance planning directly through chang Rating: 0
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Life Insurance Planning After Tax Reform

Posted date: February 07, 2018 In: QuickPress

Tax Overhaul Directly, Indirectly Affects Life Insurance Planning

The recent overhaul of U.S. tax law will affect life insurance planning directly through changes to reporting requirements and tax-basis calculations for contracts.  Indirect effects include the likelihood that many clients will no longer need life insurance to pay the federal estate tax, for which the exemption has doubled.

To read the full article in Wealth Management, click: Life Insurance Planning After Tax Reform.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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