New income tax rules for life insurance will come into effect in a little over a year, with significant impact on estate plans. Here are strategies ahead of time for your clients.
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About Prudent Asset Management
Sales of life, disability, critical illness, travel insurance, segregated investments and financial planning are offered thru Prudent Asset Management Inc.
Personal taxes, corporate taxes, financial projection, bookkeeping services, tax advice and compilation engagement are offered thru Devendra Sharma CPA Professional Corporation.