Business and Advanced Solutions continuously monitors tax issues and regulations in order to provide you with up-to-date tax information to assist you in helping achieve your clients' financial objectives. The materials below are available for your use.
- Key Federal Tax Rates and Figures (BB11184)
- State Corporate Tax Rates Summary (BB12117)
- Tax Cuts and Jobs Act: Individual Taxes Overview (BB12110)
- Tax Cuts and Jobs Act: Estate and Gift Taxes Overview (BB12109)
- Tax Cuts and Jobs Act: Business Taxes Overview (BB12111)
- Tax Cuts and Jobs Act: Executive Compensation Quick Reference Guide (BB12176)
- Tax Cuts and Jobs Act: Executive Compensation Legislative Update (BB12178)
- Passthrough Business Deduction Sec. 199A Quick Reference Guide (BB12179)
- Clarification of Sec. 199A Deduction for Financial Advisors and Service Businesses (BB12244)
Life Insurance Taxation
- 101(j) Taxation Update (BB10051)
- Principal Term Rates (BB10532) - For grandfathered split dollar cases.
- Life Insurance in a Qualified Plan Position Paper (BB10568)