The life insurance investments, referred to in the financial services industry as “split dollar,” are expected to deliver a return that will more than reimburse Valley Children’s in the future for the ...
In 2017, practitioners operated in a global economy, faced with high-net-worth clients who lived abroad and sought life insurance options to meet their estate and tax planning needs. Practitioners ...
In what appears to be a case of first impression, on April 13, 2016, the Tax Court ruled for the taxpayer in Morrissette v. Commissioner (146 T.C. No.11). At issue was the question of whether a ...
When Valley Children’s Hospital publicly posted its latest federal nonprofit tax filing in mid-August, the document contained details about more than $52 million it spent on sophisticated life ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Investopedia / Jessica Olah A split limit is an insurance policy provision that states ...
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