Publications

Modern Section 79 Plans

January 21, 2010
AICPA Wealth Management Insider

Life Insurance Premium Financing

December 17, 2009
AICPA Wealth Management Insider

Life Insurance in Retirement Plans

November 19, 2009
AICPA Wealth Management Insider

Uncovering Hidden Assets in Valuations

October 22, 2009
AICPA Wealth Management Insider
Life Insurance is an asset class. Should you be the one to put it on your client's balance sheet?