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The Object Of The Game For An Agent Of The Resistance

The Object Of The Game For An Agent Of The Resistance

By Peter J Reilly Image by Grok I sometimes consider renaming this site Your Retired Tax Matters Partner.  That is a sort of warning that despite the fact that everything becomes a tax issue eventually, some of the posts will have no discernible tax connection.  This...
The Tax Hazards Of Whole Life Insurance Policies

The Tax Hazards Of Whole Life Insurance Policies

Image by Grok By Peter J Reilly I am working on a story for Think Outside The Tax Box that dives into the recent decision in the case of David and Cindy Fugler, a Tax Court Summary Opinion that gets into the tax effects of the termination of a whole life insurance...
Christmas As A Tax Story

Christmas As A Tax Story

Image by Grok By Peter J Reilly With all the talk about the sheep and the wise guys and the drummer boy, its hard to believe that Christmas is a tax story, but it really is.  Here is what Luke has to say about it. And it came to pass in those days, that there went out...