term life insurance

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  Selected Provisions of the American Taxpayer Relief Act of 2012

  By Tax Facts Online  |  March 4, 2013

  The experts of Tax Facts have produced this comprehensive analysis of selected provisions of the American Taxpayer Relief Act of 2012 (the Act) to provide the most up-to-date information to our subscribers. This supplement analyzes important changes to the tax code with emphasis on how these developments impact Tax Facts’ major areas of focus: Employee Benefits, Insurance, and Investments.

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  Cafeteria Plans

  By Tax Facts Online  |  March 4, 2013

  The income tax treatment of cafeteria plans is key to their popularity. Learn how to maximize the tax benefits of these “flexible benefit plans”.

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  Road to Independence Is Particularly Rocky for Minorities

  By Savita Iyer-Ahrestani, AdvisorOne  |  January 30, 2013

  Despite the hurdles minorities face in going independent, it should still be a goal for young planners.

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  Fiscal Cliff Law: Clients’ Taxes, What’s Next, and How to Plan

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  January 4, 2013

  All you need to know about the American Taxpayer Relief Act—both good and bad—and how it will affect your clients and their planning.

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  Permanent Life Insurance: A Smarter Investment Product?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  September 6, 2012

  For those clients who have grown weary of the fluctuating market for stocks and bonds, the steady returns offered by so-called “permanent” life insurance policies may be the solution.

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  Viewing Life Insurance as an Asset Class

  By Ed McCarthy, CFP  |  August 27, 2012

  There are ways to look at coverage that can give advisors and clients further insights into their portfolio allocations and insurance-buying decisions, experts say.