Capital gains

Final Pass-Thru Guidance Issued (199A), Shutdown Update, and More

Topics: 199A, Capital gains, Congress, Regulation

January 25, 2019 Beyond the Headlines The shutdown continues. The State of the Union is postponed, as is Republican lawmakers’ annual planning retreat. Affected government employees will miss their second paychecks of the shutdown today. AALU joined with the U.S. Chamber of Commerce and 384 organizations calling on Congress and the President to end the…

In This Week’s Tax News – 18.04.27

Topics: Capital gains, Congress, Passthrough taxation, Tax reform, Tax treatment

Friday, 27 April 2018 Republicans continued to discuss additional reforms to the tax code this week, as businesses adjust to the new law and both parties work to message the issue ahead of the midterm elections. Bloomberg Government reported that House Ways and Means Chairman Kevin Brady, commenting on the second round of tax cuts,...

The Changing Tax Paradigm – The Basics of Basis and the New Need for Life Insurance.

Topics: Capital gains, Estate planning, Grantor trusts, ILIT, Tax treatment, Trusts

Thursday, June 18, 2015WRM#15-22 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 products, including key take-aways, for AALU members, clients and advisors.…

Administration’s FY 2016 Budget- Part I: Something Old, Something New (with Sample Client Letter).

Topics: Capital gains, Carried interest, COLI/BOLI, DRD, Tax treatment, Transfer for value, Transfer taxes

Thursday, February 12, 2015WRM#15-05 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 products, including key take-aways, for AALU members, clients and advisors.…

Administration’s Proposed Tax Reforms Target High Net Worth Individuals.

Topics: Capital gains, Tax reform, Tax treatment

Thursday, January 29, 2015WRM#15-03 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 products, including key take-aways, for AALU members, clients and advisors.…