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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 September 7, 2018
  • 00:00

Quirks and foibles with insurance policy loans

Tax consequences associated with policy loan transactions

  • By: Kevin Wark
  • May 11, 2018 September 12, 2018
  • 00:00

Accessing insurance policy value through a policy loan

An expert offers the details, including tax consequences

  • By: Kevin Wark
  • March 19, 2018 September 4, 2018
  • 00:00

Deducting the cost of life insurance

Part five of a series on tax and insurance

  • By: Kevin Wark
  • January 24, 2018 September 10, 2018
  • 17:12

How net cost of pure insurance affects policies

Adjusted cost base, collateral insurance deduction affected

  • By: Kevin Wark
  • December 20, 2017 September 4, 2018
  • 14:30

How to determine an insurance policy’s ACB

Several transactions either increase or decrease adjusted cost base

  • By: Kevin Wark
  • November 15, 2017 September 4, 2018
  • 11:00
Tax problems business and financial concept as a businessman on a road to success blocked by a brick wall with the word taxes painted on the surface as a metaphor for finance issues as an adversity to growth.

How life insurance dispositions are taxed

Tax reporting requirements for various dispositions

  • By: Kevin Wark
  • October 13, 2017 September 10, 2018
  • 16:00

How life insurance is taxed

Get primed on how insurance can add value to your clients' estates

  • By: Kevin Wark
  • September 21, 2017 September 4, 2018
  • 13:00