News & Resources
WRMarketplace: New Basis Consistency Reporting Legislation – 6 Things to Know
The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.
Treasury Department Releases Final Transfer for Value Regulations
It all begins with an idea.
IRS Issues Additional Guidance on TCJA Deduction Limitations Under 162(m)
It all begins with an idea.