Taxation of Life Insurance Contract Transactions
Автор: Chris Lee, CPA
Загружено: 2025-12-30
Просмотров: 4
Описание:
Life insurance is one of the most tax-advantaged assets allowed by the IRS, but only if you navigate the rules correctly. In this video, we go beyond the surface to explain the Fundamental Tax Concepts you must understand to leverage life insurance for wealth building, business planning, and estate protection.
Life insurance contracts are legal documents with massive tax implications. One wrong move (like an accidental MEC or a transfer-for-value) can cost you six figures in unnecessary taxes. Secure a 1-on-1 strategy call to review your current policies or design a new one.
➡️ Book your consultation here: https://calendly.com/chris-lee-cpa
#taxstrategy #taxplanning #lifeinsurance
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