boma_ex2


Exhibit 2: SERP Swap Results for Participants
Aftertax Results at Life Expectancy Aftertax Results for Life Expectancy Each Year
Assumes a 50-year-old exchanges a $500,000 deferral balance and $50,000 of annual deferrals for five years.

 

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Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

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Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.