Business Insights

AALU’s Pass-Through Win: How Can the 199A Deduction Work for You?

February 19 1:00 pm - 2:00 pm

Tune in for an exclusive webinar with Ken Kies, Chris Morton, and Armstrong Robinson to discuss the regulation and answer questions on its applicability to you.

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Get to Know

SAGAR M. DALAL
DALAL Capital Advisors
AALU Member Since 2014


In 2014, Sagar joined his father, Mayur, in the family business. 

Sagar assists in all facets of the business, including wealth management, life insurance, estate, charitable and tax mitigation  planning.

He has joined AALU’s TRANSFORM 2019 Program & Experience Committee. He will be volunteering to create a comprehensive and insightful experience.

Get to Know

CHET SCHWARTZ
Strategies for Wealth
AALU Member Since 2008


Chet is a Registered Representative and Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian. Chet brings a “Protection First” philosophy to his discussions to help ensure that any client success already achieved is insulated from outside economic influences that could potentially result in myriad kinds of wealth diminishment. 

Chet is also a member of the AALU Board and Co-Chairs the Member Services Committee. His ability to bring a diverse perspective to the Association’s strategy is essential as AALU continues to broaden its vision and grow the membership.

Business Insights Updates

Shifting Gears? Rising Rates and Legacy Planning.

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #19-03 was written by Edward J. Beckwith, Partner, and Jennifer M. Smith, Counsel, Baker Hostetler LLP. The AALU WR Newswire…

What You Need to Read

January 31, 2019 Wealth Transfer The Heckerling Institute on Estate Planning: How the 2017 Tax Act Changed the Tax Consequences of Marriage and Divorce Thomas Tietz shares his detailed notes from Carlyn McCaffrey’s comprehensive presentation on the consequences of the TCJA for marriage and divorce at this year’s Heckerling conference. Read More Top Ten Estate…

What the Sophisticated Life Insurance Advisor Needs to Know about Gifting Strategies in 2019

Topics: Gifting Strategies

Join us as Michael Fontanini, VP of Advanced Sales & Design at Lion Street and Caroline McKay, AVP & Counsel of Advanced Markets at John Hancock, discuss gifting strategies for the year ahead given the temporarily-doubled estate tax, gift tax, and GST under the TCJA. Click here to download full slide deck.

IRS Blesses Employer’s 401(k) Plan Designed to Provide Retirement Benefits Tied to Student Loan Repayments

In an IRS Private Letter Ruling (“PLR”) issued last year, PLR 201833012, the IRS blessed a 401(k) plan design in which employees who repay student loan debt instead of making 401(k) employee contributions can receive employer retirement contributions to make up for missed 401(k) matching contributions. Incorporating a student loan repayment (“SLR”) feature into a…