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Bill Jackson J.D. CLU

Director of Advanced Markets & Development for Partners Advantage

Recent Posts

Tax Deduction Limitations of IRC Sec. 199A for Financial Professionals

Posted by Bill Jackson J.D. CLU on Wed, Mar 13, 2019 @ 12:00 PM

Final regulations from the Internal Revenue Service (IRS) may impact the application of pass through income deductions for financial professionals. The Tax Cuts and Jobs Act (TCJA) is one of the most sweeping tax changes in 35 years. It provided major tax benefits for financial services businesses along with lower taxes for many individuals.

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Tags: taxes

Tax Cuts and Jobs Act Strategies for Financial Services Businesses

Posted by Bill Jackson J.D. CLU on Wed, Feb 20, 2019 @ 12:00 PM

Tax Cut and Jobs Act (TCJA); short for “An act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.” What a mouthful! I think we will stick with TCJA. One of the major areas of complexity in this new law, is its application to pass through entities. 

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Tags: taxes, retirement strategies

Is the Split-Dollar Strategy Still Alive in 2019?

Posted by Bill Jackson J.D. CLU on Wed, Jan 23, 2019 @ 12:00 PM

lFinancial professionals should first have a basic familiarity with the Tax Cuts and Jobs Act (TCJA) to evaluate the potential strength of a split-dollar strategy. It is important to know that many clients may have more cash for family protection and retirement planning because of tax reduction. When working with businesses it can be even more important. Many businesses that could not afford executive benefits in the past are now able to afford them.

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Tags: retirement strategies

Annuity Production Predicted to Increase for Financial Professionals in 2019

Posted by Bill Jackson J.D. CLU on Wed, Jan 02, 2019 @ 12:00 PM

In the last few years, annuity production industry-wide has been in a state of flux. Many factors have impacted our industry including a complex and changing interest rate environment, strong stock market and lastly the now abandoned Department of Labor (DOL) regulations. Recently, the Life Annuity Specialist panel brought together noted industry thought leaders to look at the future. Here is an overview of what they shared and what it could mean for your business.

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This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.