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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...
Your Tax Matters Partner – A New Day Has Dawned

Your Tax Matters Partner – A New Day Has Dawned

Below is the text of an email I am sending out to people who have showed some interest in my writing over the years. I am writing to people who may have had some interest in my writing over the years. I wanted to let you know that I will no longer be posting to...