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Life Insurance Tax Traps and Solutions for the Closely Held Business Owner
Specialized Knowledge

LIFE INSURANCE TAX TRAPS AND SOLUTIONS FOR THE CLOSELY HELD BUSINESS OWNER

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 7, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

This course will explore the tax consequences business owners face when transferring, selling, or modifying their insurance policies. Advisors will be presented with a sample fact pattern that includes the history of a jointly owned 'C' corporation and the evolution of several policies acquired by its owners. After a review of basic insurance principals, including valuation and tax law, students will learn how to advise the business owner to correct mistakes made in their planning.

Learning Objectives:


  • Arm advisors with the requisite knowledge of insurance to help them service business owner clients with life insurance.

  • Identify insurance mistakes in their client's planning, including improper policy ownership and tax structure.

  • Techniques to cure defective insurance planning.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Rick Brown, JD

Arete Wealth
Financial Planner - Consultant
[email protected]
(818) 489-8191

Arete

Rick started his career as a practicing attorney, and is now part of a financial planning team. Together, they are dedicated to providing clients with financial planning resources, wealth management techniques, and estate planning to help solve their financial concerns and objectives.

Rick received his Bachelors of Arts degree from the University of California, Santa Barbara and earned his law degree from Santa Clara University, graduating with honors: Moot Court and Order of the Barristers.

Rick is very active in his community. He has served as a trustee for several private educational institutions and has been actively involved in philanthropy for many local charities. Rick is married with 5 children and resides in Los Angeles, California.

Rick Brown is a registered representative of Arete Wealth Management, LLC. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC, and NFA. Investment Advisory Services provided through Arete Wealth Advisors, LLC an SEC registered investment advisor Insurance Agency, INC. CRN-2626728-070219.

About Our Presenter

Arete
Arete Wealth and its family of companies offer full-service Broker-Dealer, Registered Investment Advisory and Insurance services.

For over 10 years, the firm has curated a broad array of investments covering many different sectors, all rooted in the depth of our due diligence. These investments we offer are carefully selected by an experienced team who knows their craft.

We manage wealth with an eye for what stands out among the rest.