Why would it be important when first meeting with a business owner to find out how their corporation is structured? The answer is simple: it greatly affects the opportunities that the client has as far as tax-efficient planning. If you are new to business planning, this advanced sales comment is a must read.
This strategy overview touches on the aspects of charitable giving and the various techniques.
2018 Federal Tax Information
This brochure provides 2017 Federal Tax Information ranging from standard deductions to individual income tax rates.
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Single Premium Whole Life insurance, (SPWL-2013, ICC13SPWL and ICC13SPWL in North Carolina), is a participating, permanent single premium life insurance policy issued by Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001.