Robert Bloink, Esq., LL.M.

About the Author

Robert Bloink, Esq., LL.M.

Robert Bloink is a professor of tax for the Graduate Program of International Tax and Financial Services, Thomas Jefferson School of Law.

Previously, he served as Senior Attorney in the IRS Office of Chief Counsel, Large and Mid-Sized Business Division, where he litigated many cases in the U.S. Tax Court, served as Liaison Counsel for the Offshore Compliance Technical Assistance Program, coordinated examination programs audit teams on the development of issues for large corporate taxpayers, and taught continuing education seminars to Senior Revenue Agents involved in Large Case Exams. In his governmental capacity, Mr. Bloink became recognized as an expert in the taxation of financial structured products and was responsible for the IRS’ first FSA addressing variable forward contracts. Mr. Bloink’s core competencies led to his involvement in prosecuting some of the biggest corporate tax shelters in the history or our country.

 

Mr. Bloink's insurance practice incorporates sophisticated wealth transfer techniques, as well as counseling institutions in the context of their insurance portfolios and other mortality based exposures. 

• Time Is Running Out for Social Security’s File and Suspend—Cash In Now

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  May 3, 2013

  Looming changes to the Social Security system meant to shore up its pending insolvency have renewed the urgency of maximizing benefits for high-net-worth clients.

• An Effective but Overlooked Estate Planning Tool: IRAs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  April 23, 2013

  IRAs and Roth IRAs can be used to pass wealth to children and grandchildren, and to encourage retirement savings, but be sure to follow the rules.

• Estate Planning in the Age of Obama

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  April 9, 2013

  With some common estate planning tools in the administration's budget crosshairs, how to fine tune your clients’ strategies.

• When Clients Outlive Their Longevity Insurance: QLACs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  April 3, 2013

  Favorable IRS treatment makes QLACs—deferred annuity products—more appealing, but their flip side is that the client may not live long enough to reap the longevity benefits. Treasury is proposing a solution.

• How to Evaluate Lower-Priced Guaranteed Lifetime Income VAs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  March 19, 2013

  Asset allocation is more important than ever in newer variable annuities.

• ESOPs: Great Tax-Wise for Business Owners, but Beware the DOL

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  March 13, 2013

  Your small-business-owning clients may be looking for ways to reduce or defer the taxes they will incur should they sell their business. An ESOP strategy can work well, but be wary of DOL inquiries.

• Protecting Life Insurance Beneficiaries From a Windfall

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  March 5, 2013

  Do your clients want to control how their beneficiaries get death benefits? A new trend in product offerings may be of service.

• The Life Insurance College Savings Bank

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  February 27, 2013

  Your clients may not be aware of the possibility of using life insurance as a college savings tool.

• New Retirement Planning: The Benefits of Patience on Annuities

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 25, 2013

  Creating a sustainable retirement income stream is more challenging than ever, but a Society of Actuaries study provides some room for hope, if annuity owners can be patient.

• Are Annuities the Solution to Old 4% Retirement Rule?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 12, 2013

  For years, the 4% rule provided the baseline from which advisors launched retirement strategies, but those strategies simply aren’t cutting it any more. Enter annuities with some attractive riders.