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Family Office Fridays: Life Insurance –Tax Planning Opportunities
August 16 @ 2:00 pm – 3:00 pm EDT
Free
1 CPE credit
Webcast overview
During this webcast, insurance related tax considerations for family offices and high-net-wealth individuals will be discussed. In addition to certain wealth preservation and liquidity opportunities, life insurance can offer numerous tax benefits, including, for example, tax-deferred growth of assets, qualifying tax-free loans and withdrawals, tax-free death benefits, and estate tax benefits, among other tax considerations.
Specific topics to be covered on the webcast include:
Commentary and case studies on private placement life insuranceonals from the KPMG Washington National Tax practice.
Overview of tax planning considerations with life insurance
Maintaining life insurance to avoid treatment as a neglected personal balance sheet asset
