PERSONAL FINANCIAL PLANNING: A SECOND HOME FOR YOUR NEST EGG

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)

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.

Alexander, Neil, (2003)

Insurance Issues - HOW TO RESPOND TO POLICY CHANGES - Changes to policy terms are inevitable. Typically, an insurance company has to either raise the premium or cut the death benefit to keep a policy profitable. CPAs can advise clients on how best to react to these changes.

Alexander, Neil, (2002)