If you're receiving a life insurance payout, you've already got more than you need on your plate. The last thing you want to deal with right now is an IRS audit for not paying taxes you didn't even ...

A life insurance death benefit is paid tax-free and there are tax-advantaged ways to access cash value Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an insurance ...

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Getting life insurance through work can be a great perk, but there’s a tax detail many people overlook. If your employer provides more than $50,000 in life insurance, the IRS considers the extra ...

This year’s Heckerling conference featured a special session, “From Soup to Nuts: Life Insurance Fundamentals – Risks and Products, Income and Transfer Taxes,” a life insurance panel featuring Donald ...

Succession planning for closely held business owners has always carried estate tax risks, but the Supreme Court's 2024 decision in Connelly v. United States has made those risks more costly (to the ...