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INSTRUCTOR: Tom Gallagher, CFP, CLU, ChFC, CMFC, RICP, MassMutual South Texas
2 CPE HOURS
Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.
This presentation is designed to provide education on the taxation of life insurance and how life insurance proceeds are taxed in different planning situations and strategies.
It examines why life insurance receives favorable tax treatment in some instances and how different forms of distributions are treated for taxation purposes.
Course Objective(s): Participants will gain and understanding of taxation of life insurance to better advise their clients.
Prerequisites: The method of presentation is online instruction and the program level is overview/update. There are no prerequisites for this course nor is there any advanced preparation required.