Potential Solutions to Consider for Tax Efficiency

Date: Tuesday, May 8, 2018
Time: 11:30am - 1:00pm
Speaker: Ann Marie Reyher, CPA

This course will provide education on private placement life insurance and variable annuity products; what they are and what they are not.  There will be discussion on insurance and utilizing insurance as a solution for tax and wealth planning.  We will cover the tax rules/laws surrounding the private placement products (IRC 72(u) and 7702), the benefits and consideration of these solutions.  Finally, we will review planning strategies the advisor can bring home to their cleints that incorporate these tax deferrao vehicles (I.E, Dynasty Trusts, CLATs, ILITs)


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