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The Trump Administration’s Plan to Eliminate Estate Tax
Failure to Plan Now Could Put Your Client’s Estate in Jeopardy Recently, the Trump administration announced plans to pursue their campaign promise of a broad tax reform package which may include repealing or replacing the estate tax. While no details have been released as to how this might be …
Know Your Life Insurance Illustrations
Understanding Life Insurance Illustrations CPAs who are new to insurance may find they are sometimes confused by policy illustrations. In truth it’s not easy to digest the complex information they present without some training. Insurance illustrations are what the industry gives clients to help …