income taxes

Articles tagged with income taxes


A Tax Bonanza: S Corporations And Esops

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A TAX BONANZA: S CORPORATIONS AND ESOPs by Robert Nein The 1997 Tax Relief Act has made possible the best of all worlds for insurance agencies. One could not hope for a better opportunity. There ha...

Building Your Capital

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BUILDING YOUR CAPITAL by Brian Burke Everything seemed to get better around here when we stopped worrying so much about taxes, Agency CEO Are you trying to build a...

Captives And The Middle Market

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A soft insurance market is often used as an excuse for ignoring certain issues. Why bother figuring out whether to retain risk or transfer it to...

Dollars And Sense Of Financial Statements

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Finance, it is often said, is the language of business. This may well be true, but there are a lot of us who don't understand the language and could be described as 'financially illiterate.' It doesn't have to be that way and you don't need an accounting background to become financially literate.

Improving Productivity To Increase New Sales

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IMPROVING PRODUCTIVITY TO INCREASE NEW SALES by Carol Hammes When setting your agency's production goals for the coming year, don't rely on help from the marketplace. In fact, it...

Ltc Coverage Comes Of Age

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LTC COVERAGE COMES OF AGE Generations ago, aging parents who could no longer take care of themselves went to live on a dutiful son or daughter's farm. Today, adults live a lot longer afte...

New Irs Employee Classifications

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The Internal Revenue Service (IRS) has marched on, and now there's more to say about classifying employees. Federal law (that is, IRS regulation...

New Irs Employee Classifications

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NEW IRS EMPLOYEE CLASSIFICATIONS by Marvin Sahl, CLU The Internal Revenue Service (IRS) has marched on, and now there's more to say about classifying employees. Federal law (that is, IRS regu...

Selling Your Agency: 'C' Corporations

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SELLING YOUR AGENCY: 'C' CORPORATIONS by Larry Morrison, CMA, CLU, ChFC and Gary Jacobson, JD How to slash the tax bill from selling your agency. INTRODUCTION In our...

The Esop As A Vehicle For Selling An Interest In An Insurance Agency

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THE ESOP AS A VEHICLE FOR SELLING AN INTEREST IN AN INSURANCE AGENCY by Francis Willmarth In the early 1960s, Mortimer Adler and Louis Kelso published the Capitalist Manifesto, a...

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