Alternatives to Section 1035 Exchanges
There is an alternative to almost every tool or technique in life insurance planning, each with its attendant advantages and … Read more
Section 1035 Exchanges
Major Tax Traps of Section 1035 Exchanges
Understanding the tax traps of Section 1035 exchanges will help consumers make a wiser, and more educated, decision in their … Read more
Details Matter: The Mechanics of Section 1035 Exchanges
If a client were to sell property to one person and use the proceeds from the sale to purchase new … Read more
Income Tax Considerations of Section 1035 Exchanges
The Internal Revenue Code provides generally that all income, from whatever source derived, is reportable by the recipient. So if … Read more
An Introduction to Section 1035 Exchanges
Insurance programs must be flexible enough to change as an insured’s financial status, family responsibilities, and business needs change. Furthermore, … Read more