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Watch out because the IRS is watching 419 Plans

A business owner wants legitimate tax planning ideas. One solution sometimes offered today is a 419(e) plan (419 Welfare Benefit Plan). The local insurance agent or the company’s CPA who may have an insurance sales […]

Do you Participate in any Abusive Tax Shelter?

You Could Be Fined $200000 Per Year!! Did you get a letter from the IRS threatening to impose this fine? If you haven’t already, you still may. Consider yourself lucky if you have not because […]

More Problems for 419 Plans

For years, life insurance companies and agents have tried to find ways of making life insurance premiums paid by business owners tax deductible. This would allow them to sell policies at a “discount.” The problem […]

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The 419(e) Plan Is a Good Option—If Handled Well

If your clients who are business owners are thinking about setting up a 419(e) single-employer welfare benefit arrangement plan, beware: It must be airtight to escape the tentacles of the Internal Revenue Service. A 419(e) […]