Latest Tax Journals

OBBBA Changes How High-Net-Worth Clients Use Life Insurance

The GOP tax and spending package increased the federal estate tax exemption, and high-net-worth individuals now have important choices to make as to what to do with their life insurance policies, says Henry Montag of The TOLI Center East.

How to Comply With Puerto Rico’s Short-Term Disability Mandate

Puerto Rico benefits & compensation attorney Carlos Gonzalez shares his practical experience with the alternatives available to companies doing business in Puerto Rico for complying with the local non-occupational short-term disability benefits mandate, commonly known as SINOT.

President Signals Policy Shift With High Stakes for 401(k) Plans

Hall Benefits Law practitioners discuss practical and strategic takeaways for plan sponsors after the executive order was issued directing federal agencies to broaden 401(k) access to cryptocurrency, private equity, private credit, and venture capital assets.

EXPLORE BLOOMBERG TAX

Get the latest legal, regulatory, and enforcement news and analysis, as well as in-depth business and industry covering in the following areas: