Tax reform

Timing a Sale of a Business under 199A, Tips for Naming IRA Beneficiaries, SALT Workaround Analysis, Qualifying for QSBS Status, and More.

Topics: 199A, IRAs, Life insurance products, Regulation, Retirement security, Tax reform

February 28, 2019 Wealth Transfer How the Timing of the Sale of a Small Business Can Impact the Section 199A Deduction Lou Vlahos at Farrell Fritz explains how, all things being equal, changes in the TCJA mean that the point during the tax year that a passthrough business sells its qualified business may have a…

Federal & State Regulatory Outlook, Democrats Roll Out Wealth Taxes, Democratic Prez Primary Heats Up, and More

Topics: Congress, Tax reform

February 01, 2019 Beyond the Headlines Welcome to the shutdown reprieve. A bicameral conference committee has fourteen days left to find a deal that satisfies President Trump and Congressional Democrats. Left to their own devices, Appropriators could undoubtedly strike a deal, however, through the first week of negotiations, the President and many Congressional Democrats stuck…

What You Need to Read

Topics: Estate planning, Estate tax, IRS, Regulation, Retirement security, Tax reform

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…

Impact of Final Treasury Department Section 199A Regulations on Availability of Passthrough Deduction for Life Insurance Professionals

Topics: 199A, Regulation, Tax reform, Treasury Department

WRNewswire: The 199A Deduction Series Impact of Final Treasury Department Section 199A Regulations on Availability of Passthrough Deduction for Life Insurance Professionals Favorable results for commission-based life insurance sales This WRNewswire was created exclusively for AALU members by Ken Kies, Managing Director, Federal Policy Group and AALU outside tax counsel. January 30, 2019 …

What You Need to Read

Topics: IRS, Life insurance products, Regulation, Tax reform

January 17, 2019 Wealth Transfer Modern Divorce Settlements Are About to Look A Lot Different Due to a provision in last year’s tax bill, the income tax ramifications of alimony payments will likely cause divorce settlements to look differently going forward. In response to the change, instead of requiring the wealthier spouse to pay alimony...

In This Week’s Tax News – 18.12.14

Topics: Congress, Tax reform

Friday, 14 December 2018 ICYMI: The SEC Standard of Care Proposal and Best Interest Regulation: Where Do We Go from Here? Yesterday, Bridget McNamara-Fenesy, CEO & President of M Holdings Securities, and Jim Lundy, Partner at Drinker Biddle discussed the SEC’s Standard of Care Proposal and AALU’s engagement to date, as well as the Proposal’s...

In This Week’s Tax News – 18.12.07

Topics: Congress, Tax reform

Friday, 07 December 2018 Legislative progress slowed in Washington this week in remembrance of President George H.W. Bush. The House cancelled votes for the week, but not before advancing a two-week stopgap spending measure that extends the deadline for passing a government spending bill to December 21st. This will give Democrats and Republicans more time…

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