John Hancock’s 2018 Fingertip Tax Guide has been updated to reflect changes made under the Tax Cuts and Jobs Act of 2017. This practical reference tool gives estate and income tax rates for the year and much more.
Infographic: Be Their Budget Hero
Most term life insurance policies offer five-year increments. But, AIG allows you to champion the specific period that works best for your clients. With Select-a-Term, clients buy just what they need, saving money. Duration Diversity.
Planning in Action — Cross-Endorsement Buy Sell
See how John Hancock’s Advanced Markets team was able to help an agent and his business owner clients implement a cross endorsement buy sell technique (CEBS). Because CEBS allows the owners to own life insurance policies on their own lives, the CEBS approach allowed the owners to meet both personal and business planning goals. Learn More.
“Which Business Entity Should I Choose?”
Business owners nationwide are asking themselves, and probably asking you, that question in the wake of the new 21% corporate tax rate. Of course only C corporations pay the corporate tax, and most privately owned businesses are pass-thru entities which don’t pay the corporate tax rate but may or may not get 20% of their income excluded from taxation, as we talked about in the last article. But in any event the changes have business owners wondering which entity structure is the best for them.Read morefrom Mutual of Omaha’s Advanced Markets team.
Quarterly Retail Market Commentary from Dr. Quincy Krosby
Get a market checkup from Prudential’s Chief Market Strategist Dr. Quincy Krosby as she offers an outlook on the markets for the first quarter of 2018. Read more.
JHAM Radio — The Tax Cuts and Jobs Act of 2017
Listen in as Caroline McKay interviews Chris Morton, Senior Vice President of Government affairs at AALU, about the recent enactment of the Tax Cuts and Jobs Act of 2017. Chris and Caroline not only discuss some of the major changes to the tax code as a result of tax reform, but also highlight opportunities for clients and advisors to make the most of lower taxes and higher transfer tax exemptions.
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