Insurance Issues - UNDERSTANDING LIFE INSURANCE ILLUSTRATIONS - For CPAs, the key to reading life insurance illustrations is to examine them carefully, focusing on several critical areas. This skill will put accountants in a better position to advise clients on policy provisions.
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Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 195.2003, 2, p. 70-72
Alexander, Neil, (1998)
Insurance Issues - SPLIT-DOLLAR REDUX - The IRS and Treasury Department continue to issue rules designed to narrow -- And in some cases eliminate -- The benefits of split-dollar insurance arrangements. CPAs need to advise clients carefully on how to proceed in the future in reviewing and then modifying or canceling these plans.
Alexander, Neil, (2003)
Alexander, Neil, (1995)
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