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At CBIZ Special Risk, our Advanced Planning Team works with you at the front end to develop the ideas and approaches that will resonate with prospective clients and their advisors. We strategize with you to develop these opportunities, brainstorm on the specific planning options, and determine both strengths and weaknesses of each path. In addition, our team custom designs the solution stage, from funding technique to appropriate product choice.
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Posted on August 2, 2011
ESTATE TAX ESCAPE HATCH We are now six months into TRA 2010, the “Bush Era Tax Cut Extender” or what could also be called the Estate Tax Escape Hatch. Over these few months, having gauged the opinions of experts, absorbed the reporting of our... read more »
Posted on August 30, 2010
Do You Trust Me? Aladdin uttered these words when he took Jasmine’s hand as they prepared to leap out of the window to elude the bazaar police in that great Disney movie. He made the initial sale, disappeared, then later he... read more »
Posted on July 6, 2010
Glen A. Coral, CLU, ChFC Director, Advanced Markets The days of the short term Grantor Retained Annuity Trust, made popular by the famed 2 year “Walton” GRAT, may be numbered. Last week the Senate introduced S.3533 – The Responsible... read more »
Posted on June 23, 2010
Historically, life insurance death benefit proceeds have received income tax free treatment for any beneficiary, including policies owned by employers. Employers and employees enter into contractual arrangements often funded with life insurance, and... read more »