Lisa RehburgJul 30, 20221 minTaxation of Life SettlementsHow The New Tax Law Affects Life Insurance Settlements. Hint - It is Great News!The TCJA changed the taxation of life settlements - for the good - greatly benefitting clients. Read the full Think Advisor article...
Lisa RehburgMar 15, 20201 minTaxation of Life SettlementsTaxation of Life Insurance Settlement Proceeds Much Better Than It Used To BeIt is that time of year. Time to talk taxes. The good news is the Tax Cut and Jobs Act has created a much better tax circumstance for...