Anne Meagher of the Advanced Consulting Group goes in depth on tax-exempt organizations, how they are different from tax paying companies in the benefits that they can offer and how deferred compensation plans work for their key employees.
Tom Duncan is back to help define financial wellness and how to put yourself or your clients into a position where they can start planning for the future and thinking about the legacy that they want to leave.
In part two of our series on immediate annuities, Tom Duncan joins to talk about additional income tax rules for beneficiaries of nonqualified immediate annuities, estate and gift tax implications, and funding nonqualified immediate annuities via partial exchanges.
Desiree Buckner joins to answer some common questions the ACG often gets about immediate annuities. These questions focus on income taxation rules of nonqualified immediate annuities and IRAs, the 10% tax on pre-59 1/2 distributions, and the inheritance rules for beneficiaries of nonqualified annuities.
Allison Hoyt of the ACG talks about executive bonus plans, what a REBA is and how they can benefit your business owner clients and their employees. She also diagnoses a hypothetical scenario where executive bonus plans can be considered.
Anne Meagher and Brian Richardson or the Nationwide Business Solutions Group are back to wrap up their series on nonqualified plans. In this episode they discuss accounting considerations for nonqualified plans.
Anne Meagher and Brian Richardson of the NBSG talk about formulating a nonqualified plan and the information an advisor will want to gather when determining if it's right for their client. They also discuss other aspects of the plan and the associated tax issues.
We discuss corporate owned life insurance with the ACG's Anne Meagher and Brian Gefvert of the Nationwide Business Solutions Group pops in to talk about the company's buying COLI and how it's different than other life insurance products.
Anne Meagher and Tom Duncan of Nationwide’s Advanced Consulting Group continue their discussion on the new tax reform law. Part two features an overview and analysis of the changes centered around the taxes for individuals.
Anne Meagher and Tom Duncan of the Advanced Consulting Group join Chad Queen to discuss the highlights and offer some analysis of the new tax reform law. In part one, Anne and Tom discuss the relevant changes in business taxes.
Ryan Patton of the ACG and Mike Lauer of Land As Your Legacy join to discuss what is needed to create a customized case design for a transition plan and the common type of cases they've seen. 00:00 Introduction 02:28 How to get started – reaching out to Land As Your Legacy wholesaler 02:54 Qualifications of a Land As Your Legacy advisor 05:44 What information to gather from the farm or ranch family 08:35 Common case scenarios 10:00 Solutions commonly recommended 11:42 AGC and Land As Your...