Tax Court Rejects IRS’ Argument to Apply Step Transaction Doctrine

Published on October 30, 2024

Proceeds of $19.5 million from life insurance trusts weren’t included in the taxpayer’s estate.

Continue reading on website
Other news

My Dream Long-Term Care Insurance

October 30, 2024
I’ve identified long-term care as the greatest unsolved challenge in the field of goals-based retirement investing. This doesn’t make me Sherlock Holmes. Anyone who has requested a quote for LTCI knows we’ve got a problem.

Why Questioning Leads to Closing

October 30, 2024
Questioning leads to closing. A number of the advisors I work with are pretty good at engaging, asking questions and caring about the answers. However, they are really uncomfortable with the close. I promised you I wouldn’t give you coaching on “closing,” so I won’t.