Reader, how was your October with the hoopla over the tax "loopholes" for private corporations?

We've been keeping up-to-date. The tax benefits for corporately-owned life insurance (tax-sheltered passive investment income, tax-free access via collateral loans, tax-free death benefits, tax-free capital dividends) appear unchanged. Your clients who were hesitant to buy needn't wait.

— Promod

PS Mixed Business, the novel and award-winning connector event for Western Alumni returns on November 14, 2017. I'll be back as a Featured Networker.

Charitable Giving With Life Insurance

Do your clients want to help charities as part of their legacy? Life insurance is a powerful and flexible tool. When LSM Insurance asked for a blog post, I was happy to help.

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Help Engineering Students

Last time, you were asked to help medical students explore insurance by visiting medstudents.taxevity.com.

Now there's a microsite with a similar special — though not quite as special — offer for engineering students at engstudents.taxevity.com.

Write Now: Ask Your MP For Fair Tax Changes

When issues important to your clients arise, what do you do? Each voice makes a difference. In the case of the proposed tax changes, I wrote to my MP (and got a form letter response). We also created a microsite for defending doctors.

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