theBurgessGroup

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theBurgessGroup

Tax Tables 2017-2018 (Pacific Life)

Pass-through Entity vs C-Corporation

Block Developers, LLC v. Commissioner of Internal Revenue, T.C. Memo. 2017-142

Life Insurance Planning in an Era of Estate Tax Uncertainty - 5 Things To Know

TOPIC: Survey Says: Tax Reform & Client Planning - What Advisors Are Seeing & Saying.

An evolving profession must continue to innovate

RIAs could be ultimate winners if DOL fiduciary rule is repealed or delayed

Philanthropic Planning Challenges - Mission Possible or Impossible?

The Jurisdictions: Nevis

Tax Reform: What To Expect

Malpractice Suit Against Trustee Who Failed to Inform Beneficiaries of Potential Policy Lapse

Valuation Discounts Gone? Don't Lose Hope

Whole life insurance 0699 2016

Installment sale to an IDIT

Tax Court Rules Again that Intergenerational Split-Dollar Arrangements are Economic Benefit Arrangements

Beneficiary Changes and a Rare Exception to the Strict Compliance Rule

Gifting 2016

To Gift or Not to Gift, That Is The Question

Matters of Interest - First Quarter 2016

Court dismisses suit alleging carrier improperly charged compound interest on policy loans