Expert Witness, Life insurance litigation, Lance Wallach
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CPA’s Guide to Life Insurance
ReplyDeleteThis program guides CPAs in using insurance
to meet clients’ goals in family and business
security, income replacement, tax planning, asset
protection and estate planning.
What We’ll Cover
• Life insurance fundamentals, terms
and concepts
• Federal income taxation of life insurance
and proper structuring
• Life insurance and estate planning and
qualified plans
• Life settlements, viaticals, premium finance
• Cash balance plans and Section 162 Plans
• CPA liability and how to reduce/avoid claims;
valuable guidance around malpractice hot spots
• Avoiding listed transactions – and discovering
better alternatives
What You’ll Gain
• Understanding of the different types of life
insurance and tax issues
• Confidence in counseling clients regarding
insurance issues
• Understanding of life insurance trusts and the
application in design of creative estate plans
• Knowledge of life settlements, IRC §1035 life
insurance exchanges and other life insurance
termination issues
• Introduction to advanced techniques like cash
balance and 412(i) plans
• Understanding of Pension Protection Act
and Circular 230 implications as applied to
the above
Authors/Speakers
Lance Wallach, CLU, ChFC, CIMC
Gary B. Garland, JD
Matthew Tuttle, CFP, MBA on