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Senate Finance Committee Releases Report On PPLI Tax Shelters

Senate Finance has now published its report, Private Placement Life Insurance: A Tax Shelter For The Ultra-Wealthy Masquerading As Insurance (Sen. Finance, Feb. 21, 2024),

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Tax Breaks: Paying For College Isn't Always As Easy As A-B-C

Our latest edition of Tax Breaks. Paying for college and sorting out student loans plus, a look at some big tax deductions and legislative updates.

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Senate report blasts high-end life insurance plans as $40 billion 'tax dodge'

The report sheds new light on a long-obscure segment of the insurance market and signals a possible new front for Democrats on tax legislation.

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