by admin | May 17, 2022 | news
The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance...
by admin | May 17, 2022 | news
View the full text of the final regulations here.
by admin | May 17, 2022 | news
On October 31, the Treasury Department released its final regulations on Reportable Policy Sales (RPS) final rule. In addition to clarifying the tax implications for company-owned life insurance (“COLI”) and bank-owned life insurance (“BOLI”) transferred in...
by admin | May 9, 2022 | news
The Tax Cuts and Jobs Act (TCJA) amended the deduction limitations under Internal Revenue Code 162(m) by (1) eliminating the “qualified performance-based” pay exception to the $1 million deduction limitation for compensation for “covered employees” and (2) expanding...
