Insurance

Insurance

Clients

A Basic Overview of Life Settlement Taxation

For some high-net-worth clients, the financial strategy of liquidating life insurance via a life settlement comes with tax implications.

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when clients keep information from you
Practice Excellence

Providing Financial Support to Underserved Groups

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A woman working in the commercial kitchen of a bakery
Practice

Should You Update Your Malpractice Insurance?

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Man filing document with financial advisor
Individuals

Should Life Insurance Be Part of an Estate Plan?

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estate taxes
Clients

What Are the Legal Implications of Remote Work?

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Remote meeting
Trends

Is Liability Insurance Enough for Cyberattacks?

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financial planning
Clients

Guide Your Clients Using Their Plan

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stock options tax
Clients

Why Insurance Should Be Part of Financial Plans

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financial planning
Accounting

5 Steps to Take When a Client Threatens a Lawsuit

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Blog image, notepad with pen
IRS

When Damaged Property Qualifies for a Tax Break

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Tax court rules on damaged property
Practice Excellence

3 Musts Regarding E&O Insurance for Small Firms

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worried woman looking at computer
Individuals

When Remodeling Defers Involuntary-conversion Gain

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home repair
Individuals

Using Insurance Claims to Replace Lost Property

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destroyed property
Individuals

Casualty Losses Still Claimable on 2017 Returns

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silver linings losses
IRS

IRS Advises Using Health FSAs in 2018

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health care nurse
Individuals

Be Careful of Deductions on Casualty, Theft Losses

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hurricane damage
IRS

IRS to Require Taxpayers to Show Health Coverage

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healthcare costs
Trends

What Exactly Does Cyber Liability Insurance Cover?

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man clutching laptop

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