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Our (lengthy) thoughts on the upcoming decision deadline of December 31 for compensation-related split-dollar arrangements may be found here.
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The items included in the Tax Update Blog are informational only and are not meant as tax advice. Consult with your tax advisor to determine how any item applies to your situation.
Joe Kristan writes the Tax Update items, and any opinions expressed or implied are not neccesarily shared by anyone else at Roth & Company, P.C. Address questions or comments on Tax Updates to
Comments
I'd like to be able to tell my client the exact amount they will save by changing their plan. Have you come acrossed anything?
Posted by: A | November 18, 2003 2:48 PM
I wish I had the magic formula; you have to run the projections on the best assumptions you have so the client can make an informed decisions. Insurance projections can help.
Posted by: Joe Kristan | November 18, 2003 8:27 PM