The life insurance investments, referred to in the financial services industry as “split dollar,” are expected to deliver a return that will more than reimburse Valley Children’s in the future for the ...
In 2017, practitioners operated in a global economy, faced with high-net-worth clients who lived abroad and sought life insurance options to meet their estate and tax planning needs. Practitioners ...
When Valley Children’s Hospital publicly posted its latest federal nonprofit tax filing in mid-August, the document contained details about more than $52 million it spent on sophisticated life ...
In what appears to be a case of first impression, on April 13, 2016, the Tax Court ruled for the taxpayer in Morrissette v. Commissioner (146 T.C. No.11). At issue was the question of whether a ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Investopedia / Jessica Olah A split limit is an insurance policy provision that states ...
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