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    COLI Matters of Interest

    • 07/2020
      Matters of Interest – Volume 41 – Rating Agencies’ View of U.S. Life Insurance Industry – COVID-19 Employee Withdrawals from Qualified and Nonqualified Plans – Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)
    • 12/2019
      Matters of Interest – Volume 40 – Final Regulations on “Reportable Policy Sales” – Impact on COLI/BOLI
    • 10/2019
      Matters of Interest – Volume 39 – Wilson v. Safelite: A Call for Careful Administration of NDCPs
    • 06/2019
      Matters of Interest – Volume 38 – An Overview of IRS Notices and Regulations Issued Under the TCJA
    • 05/2018
      Matters of Interest – Volume 37 – A Brief Overview of Changes to Tax Law Under the TCJA
    • 07/11/2017
      Matters of Interest – Volume 36
    • 02/01/2017
      Q1 2017 – Matters of Interest – Comprehensive Tax Reform on the 2017 Agenda
    • 04/14/2016
      Q1 2016 – The “Clawback” of Erroneously Awarded Executive Compensation and Section 409A
    • 04/07/2015
      Q1 2015 – The Potential Effect of Low Interest Rates on NonQualified Plan Funding
    • 01/20/2015
      Q4 2014 – Matters of Interest – 2015 Tax Legislation
    • 10/31/2014
      Q3 2014 – Matters of Interest — FICA Taxation of Nonqualified Deferred Compensation
    • 07/11/2013
      Q1 2013 – Matters of Interest — IRS Aggressively Seeks Penalty Taxes Under Section 409A
    • 07/11/2013
      Q2 2013 – Matters of Interest — President’s 2014 Budget Proposal
    • 01/08/2013
      Q4 2012 – Matters of Interest — The American Taxpayer Relief Act of 2012
    • 10/05/2012
      Q3 2012 – Matters of Interest — The Possible Expiration of Bush-Era Tax Cuts and Its Effect on Deferred Compensation
    • 09/12/2012
      2012 Q1 – Matters of Interest — Legislative Proposal President’s 2013 Budget
    • 10/01/2011
      Fourth Quarter 2011
    • 07/01/2011
      Third Quarter 2011
    • 01/01/2011
      First Quarter 2011
    • 10/01/2010
      Fourth Quarter 2010
    • 04/01/2010
      Second Quarter 2010
    • 01/01/2010
      First Quarter 2010

     

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  • Disclaimer

    None of the content in this website, including the testimonials, relate to the provision of investment advisory services.
    The testimonials used may not be representative of the experience of other clients, and they are not indicative of future performance or success.
    BoliColi.com is presently licensed to sell traditional life insurance in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.
    Variable life and annuity products, as well as other securities products, may be sold in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Residents of other states should consult with a local registered representative for securities products.
    Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.
    BoliColi.com is independently owned and operated.
    BoliColi.com is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
    This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
    * AAA Moody’s rated carrier. Assuming Male, Age 50, Guaranteed Issue, $1M Single premium, MEC. Yield is not guaranteed and is subject to change. Taxable equivalent assumes 28% corporate tax rate.
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    BoliColi.com
    281 Main Street
    Reading, MA 01867

    Phone: 781.942.5700
    Email: jgagnon@bolicoli.com

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