Understanding a CPA’s Responsibilities Surrounding Trust-Owned Life Insurance

2019-10-15T14:21:17+00:00October 15th, 2019|Categories: REVIEW|

I am providing a link to The CPA Journal article, “CPAs’ Growing Role in Trust-Owned Life Insurance Planning” by: Chad L. Reyes and Robert J. Alder, September 8, 2016. Important excerpts from the article are provided below: “It is incumbent upon CPAs advising such individuals to ask [...]