05 Dec, 2019 Life insurance death benefit may be subject to income tax By Steve Gorin In How to avoid tax traps in life insurance, I mentioned that an employer-owned life insurance contract might not qualify for the usual...
07 Aug, 2019 Basis step-up: Planning for married couples By Steve Gorin Previously, I described key ideas used in reducing or eliminating gain subject to tax when you sell an interest in your business. For...