Life

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

By Kevin Wark |June 28, 2018

4 min read

Quirks and foibles with insurance policy loans

Tax consequences associated with policy loan transactions

By Kevin Wark |May 11, 2018

4 min read

Article series: Tax and insurance

A full list of articles in this series by Kevin Wark

By Staff |May 11, 2018

1 min read

Accessing insurance policy value through a policy loan

An expert offers the details, including tax consequences

By Kevin Wark |March 19, 2018

4 min read