Articles – The Toli Center East

09 May 2018

Why You Should Take a Look at Your Life Insurance Policy

01 May 2018

Accounting Today – Voices Multiple uses of a deferred compensation plan in the workplace

09 Mar 2018

Wealth Management – The Power of Deferred Compensation Plans

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21 Feb 2018

Wealth Management – The Impact of Rising Costs on Non-Guaranteed Life Insurance

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01 Feb 2018

TAWC – Protecting Retirement Assets From a Cognitive or Physical Impairment

21 Sep 2017

NYCLA – Financial Planning Mag Sept 2017, Montag Discusses Hybrid Life Ins with Long Term Care Ins Options

What attorneys must know about the life insurance funding their clients life insurance trusts (IILT’s) and their trustee’s responsibilities.

19 Sep 2017

Accounting Today – What the CPA Must Know About Life Insurance

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19 Aug 2017

TaxStringer – Montag Discusses State of Affairs of the Life Ins Industry NYSSCPA Tax Stringer

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19 Feb 2017

Tax Facts – Feb 2017 Montag Discusses Trustee Rescue

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01 Jan 2017

Tax Stringer – Montag Discusses Insurance Issues – The Life Insurance Policy Lapse and Litigation Crisis: What CPAs Need to Know in Order to Avoid a Client Crisis and Create a Glide Path to Safety

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18 Dec 2016

Trusts and Estates – Montag Discusses Insurance Issues – The Life Insurance Policy Crisis

14 Mar 2016

Seeking Alpha Website -“What’s This Problem I’m Reading About Regarding Universal Life Insurance?”

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28 Jan 2016

VJR Website January 28, 2016 “Is your Life Insurance Still Fulfilling its Objectives”

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29 Jul 2015

Henry Montag Guest Interview on Vincent J Russo, Elder Law Webinar

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08 Jul 2015

AccountingToday – Containing Long Term Care Costs

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02 Jun 2015

Accounting Today – What Accountants Should Know about Life Insurance Policy Evaluations

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02 Jun 2015

Suffolk County Women’s Bar Association of the State of New York – Protecting Retirement Assets and Lifestyle From Cognitive Impairment

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18 May 2015

New York State Society of CPA’s – “Questions Regarding Life Ins that Need to be Asked” Henry Montag CFP

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18 Apr 2015

New York State Bar Association – Avoiding Consequential Liabilities for Trustees of Trust-Owned Life Insurance

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18 Sep 2014

NYSBA – Elder and Special Needs Law Journal – Is Your Client’s Trust Accomplishing Its Objectives?

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18 Sep 2014

The Tax Stringer NYSSCPA – “The Lapsing Policy Crisis”

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29 Jun 2014

The CPA’s Guide to Prematurely Expiring Privately Owned & Trust-Owned Life Insurance (TOLI)

Featured Speakers: Randy Whitelaw AEP (Distinguished) – The TOLI Center
and Henry Montag CFP, CLTC. – The TOLI Center East

June 19, 2014 8:30am -10:00am

At Bessemer Trust, 630 Fifth Avenue, New York, 10111

NYSSCPA_Flyer_June_2014_PDF

18 Jun 2014

Effective use of Life Settlements in Planning National Conference of CPA Practitioners newsletter,

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02 Jun 2014

TaxFacts Online – PRODUCT SUITABILITY – THE NEEDED FRESH LOOK FOR TRUST-OWNED LIFE INSURANCE

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18 May 2014

N. Y. State Bar Association , The Senior Lawyer Section – Henry Montag Discusses Benefits of an Independent Life Insurance Policy Performance Evaluation.

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18 May 2014

TaxFactx Online – The Lapsing TOLI Policy Crisis

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18 Apr 2014

National Conference of CPA Practitioner – Is your Trust Fulfilling your Objectives

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18 Apr 2014

National Underwriter Tax Facts – by E. Randolph Whitelaw, AEP® (Distinguished) and Henry Montag, CFP, CLTC – “Getting Life Insurance Done Right”

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18 Mar 2014

National Underwriter Tax Facts – Developing a TOLI Risk Management Process – by Henry Montag CFP, CLTC & Randolph Whitelaw AEP, Distinguished

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18 Mar 2014

Financial Service Professional Magazine – Assisting the Unskilled Trustee

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03 Mar 2014

N.Y State Society of CPA’s – Developing a Prudent TOLI Risk Management process – Henry Montag CFP, Randy Whitelaw AEP (Distinguished)

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18 Jan 2014

NY State Bar Association Law Journal Importance of a Life Insurance Performance Evaluation Winter 2014

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18 Dec 2013

Suffolk County Women’s Bar Association Newsletter – The Paramount Importance of a Life Insurance Audit

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18 Nov 2013

National Conference of CPA Practitioners Newsletter – The Paramount Importance of a Life Insurance Audit

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18 Apr 2012

L.I. Financial and Tax Planning – Successful Succession Planning Strategies for Your Family Business – By Henry Montag

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18 May 2011

Put Old On Hold – Responsibilities And Thoughts For Business Owners

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