merger or aquisition

Has Your Company Been Part of a Merger or Acquisition On or After January 1, 2018?

Fulcrum Partners Deferred Compensation News

The Tax Cuts and Jobs Act of 2017 (TCJA) modified the Transfer of Value rules pertaining to Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI), Credit Union Owned Life Insurance (CUOLI), and other types of Employer Owned Life Insurances. If your company (or your client’s company) was involved in an acquisition on or after January 1, 2018, you …