Missed the webinar? I’ve attached the full recording here, and for tax professionals looking to bring more to the table for high-value clients, this is indispensable.
Cash balance pension plans (CBPPs), keyman policies, and estate tax planning are proactive services that will establish you as the chief architect of your clients’ financial strategy. We covered proposal, onboarding, implementation, management, and special cases for all three. All the details. All the concepts.
If anything, watch this webinar for the excellent Q&A. I got a lot of questions on the role of life insurance in the cash balance plan and how it can serve as both an investment strategy (tax-free growth and early access via policy loans under certain conditions) and a way to defer taxes on large funds.
With legislative changes ahead, estate tax planning dominated. The question: “How do I protect clients from future legislative changes affecting estate taxes?”
Watch:
