Practice tips for those who aren’t life insurance professionals.

The Court ruled that a disclosure package submitted to IRS adequately disclosed transfer of company and related foreign accounts.

An updated, standardized approach to increase efficiency and reduce risk.

Private equity ownership of insurers faces heightened scrutiny.

Bridging the gap among different types of advisors.

A due care checklist is an invaluable tool.

A sample letter of explanation to a trustee about an underfunded policy.

It’s important to build a robust file to support the ultimate decision.

An abusive scheme or a legitimate strategy?