Our Company News
The IRS Announces “Dirty Dozen” Tax Scams for 2021
Episode 139 – The IRS recently announced its annual “Dirty Dozen” tax scams for 2021, this time with special emphasis on pandemic-related tricks. Continue Reading The IRS Announces “Dirty Dozen” Tax Scams for 2021
The IRS Is Striving to Be More Taxpayer Friendly
Episode 138 – Did you know that the IRS has initiated several service improvements in recent years, all in an effort to be more taxpayer friendly? Learn more here. Continue Reading The IRS Is Striving to Be More Taxpayer Friendly
You Filed Your Income Tax Return – Now What?
Episode 137 – Have you ever wondered what happens to your Income Tax Return after you’ve filed it? Understanding the process can speed up your refund. Continue Reading You Filed Your Income Tax Return – Now What?
Life Insurance for Lifetime Needs and Estate Tax Liquidity Using a SLAT
Episode 136 – SLATs are one of the most popular estate-planning strategies to create liquidity to pay Estate Taxes through the use of Life Insurance, while still maintaining indirect access to the cash values during your lifetime. Continue Reading Life Insurance for Lifetime Needs and Estate Tax Liquidity Using a SLAT
IRS and Social Security Phone Scams
Episode 135 – We urge you to always be cautious and not provide sensitive information such as your Social Security number or bank account information to unknown individuals over the phone or internet. Never reveal personal data to a stranger who calls you. Continue Reading IRS and Social Security Phone Scams
The Two Ironies of Retirement Planning
Episode 134 – There are perhaps two great paradoxes about retirement that people don’t often recognize. The first is that in retirement, people live on income, not principal. The second is that for many people, their retirement fund is their favorite account while they are working, but their least favorite once they actually retire. Continue Reading The Two Ironies of Retirement Planning
Kirk R. Gravely Elected President and CEO of Security Mutual Life Insurance Company of New York; Bruce W. Boyea to Continue as Chairman
The Board of Directors of Security Mutual Life Insurance Company of New York is pleased to announce the election of Kirk R. Gravely, ASA, MAAA®, as President and Chief Executive Officer effective July 11, 2021. At that time, Mr. Gravely will join the Company’s Board of Directors. Mr. Gravely succeeds Bruce W. Boyea, who will continue as Chairman of the Board of Directors of the Company. Continue Reading Kirk R. Gravely Elected President and CEO of Security Mutual Life Insurance Company of New York; Bruce W. Boyea to Continue as Chairman
Tax-Free Real Estate Exchanges
Episode 133 – Tax-free real estate exchanges have long been a favored technique used to defer capital gains taxes. How do they work, and are they still viable with tax changes coming? Continue Reading Tax-Free Real Estate Exchanges