A California judge dismisses several claims in a $23.5 million tax-avoidance lawsuit against Penn Mutual involving premium-financed whole life policies, raising key issues in insurance compliance and regulatory scrutiny.

Explore how the One Big Beautiful Bill Act (OBBBA) impacts ultra-high-net-worth estate and tax planning, private business sales, and valuation strategies for compliance and wealth preservation.

Explore the 2025 tax law changes impacting non-taxable income, deductions, and estate planning relevant to insurance professionals and financial advisors.

New U.S. tax legislation increases SALT deductions and reinstates mortgage insurance deductions, offering potential savings for homeowners, especially in high-tax states.