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Newsletters

Written by Derek W. Jensen   
Tuesday, 02 September 2008 00:00
Volume 3, Issue 8

This issue of The Wealth Counselor examines Captive Insurance Companies, a topic that should be of interest to all business owners with annual net profits of $500,000 or more, as well as all planners who serve them. Perhaps over-hyped at times, Captive Insurance Companies (Captives) are a legitimate planning tool that offers significant benefits to clients, while also generating significant current and recurring revenue to the planning professionals who understand...

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Written by Derek W. Jensen   
Friday, 01 August 2008 00:00
Volume 3, Issue 7

This issue of The Wealth Counselor examines a topic that should interest all owners of non-term life insurance policies and their advisors - Internal Revenue Code Section 1035 and its application. A 1035 exchange of life insurance policies, unlike a surrender or sale of a policy, is not an income recognition event. This can allow the policy owner, for example, to take advantage of lower insurance costs due to increased life expectancy, obtain new life insurance features and...

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Written by Derek W. Jensen   
Tuesday, 01 July 2008 00:00
Volume 3, Issue 6

This issue of The Wealth Counselor examines a topic that is critical to business owners and key employees - non-qualified deferred compensation (NQDC). NQDC is often a significant component of these individuals' compensation and employers often use NQDC to try to ensure the retention of key employees. Given the flexibility of NQDC plan design and funding, it is important that all wealth planning professionals have an understanding of NQDC and its application.

Who has...

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Written by Derek W. Jensen   
Monday, 02 June 2008 00:00
Volume 3, Issue 5

The difference between the highest and lowest federal income tax rates is currently 35%. As a result, proactive income tax planning is important for many clients, and it is therefore important to all wealth planning professionals.

This issue of The Wealth Counselor examines basic income tax rules as well as the useful strategies to defer income tax by making installment sales to grantor and non-grantor trusts. It is critical that all wealth planning professionals have a...

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Written by Derek W. Jensen   
Monday, 31 March 2008 00:00
Volume 3, Issue 3

The 2000 census counted nearly 5.5 million U.S. unmarried couples sharing the same household, almost 8 times the number counted in 1970 and nearly 10% of the 60 million U.S. couple households counted. Of these, many are widows and widowers who choose not to marry for various reasons, and approximately 1% of these unmarried couples are same-gender partners.

Because U.S. and most state laws afford special benefits for those married to a person of the opposite gender, many...

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