henry@thetolicentereast.com(516) 695-4662

The Toli Center EastThe Toli Center East

  • Home
  • What We Do
    • Who We Are
    • Testimonials
  • Media Resources
    • Press
    • Articles
    • Videos
    • Webinars
    • Events
  • Forms and Calculators
    • Forms
    • Retirement Age Calculator
    • Retirement Savings Calculator
    • Nest Egg Calculator
    • Mortgage Calculator
    • Loan Calculator
  • ABA FLAGSHIP BOOK
  • Contact
  • Home
  • What We Do
    • Who We Are
    • Testimonials
  • Media Resources
    • Press
    • Articles
    • Videos
    • Webinars
    • Events
  • Forms and Calculators
    • Forms
    • Retirement Age Calculator
    • Retirement Savings Calculator
    • Nest Egg Calculator
    • Mortgage Calculator
    • Loan Calculator
  • ABA FLAGSHIP BOOK
  • Contact

08 Feb 2019

VJR Attny Guest Blog Sept 2018

Download

Read more

29 Jan 2019

Guest blog for Tenenbaum Law, P.C. — The Many Reasons Not to Look at your Life Insurance Policies

Guest blog for Tenenbaum Law, P.C.

Download

Read more

13 Dec 2018

Guest Blog Mitlin Financial — The Many Reasons To Look At Your Life Insurance Policies

Guest blog for Mitlin Financial discussing the dangers of prematurely expiring life insurance.

Download

Read more

28 Nov 2018

Voices: Stop deducting medical expenses. Here’s what to do instead — Accounting Today

Download

Read more

02 Oct 2018

WEALTH MANAGEMENT OCT 2018 ‘DEALING WITH INCREASING COSTS OF INSURANCE.’

Download

Read more

11 Sep 2018

Bloomberg Tax Daily Tax Report | SEPT 2018 REMEDIES TO MISMANAGED LIFE INS

Consequential Liabilities and Remedies to Mismanaged Individual and Trust Owned Life Insurance

Download

Read more

06 Sep 2018

BLOOMBERG ESTATE GIFTS AND TRUSTS JOURNAL SEPT 2018, ‘REMEDIES TO MISMANAGED LIFE INS’

Article I co-authored for Bloomberg Tax Management, Estates, Gifts, and Trusts Journal

Download

 

Read more

25 Jun 2018

NYSBA Senior Lawyer Summer 2018, What Attorneys Need to Know About Life Insurance

Download

Read more

09 May 2018

Why You Should Take a Look at Your Life Insurance Policy

Download

Read more

01 May 2018

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

Download

Read more

09 Mar 2018

Wealth Management – The Power of Deferred Compensation Plans

wealthmanagement-deferredcomp3

Read more

21 Feb 2018

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

Read more

01 Feb 2018

TAWC – Protecting Retirement Assets From a Cognitive or Physical Impairment

Read more

21 Jan 2018

Gensler LTC

Download

Read more

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.

NYCLA_Jan_24
Read more

19 Sep 2017

Accounting Today – What the CPA Must Know About Life Insurance

Accounting_Today_Sept_19_2017_Henry_Montag_2

Read more

19 Aug 2017

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

NYSSCPA_Tax_Stringer_Aug_2017_PDF

Read more

19 Feb 2017

Tax Facts – Feb 2017 Montag Discusses Trustee Rescue

Tax_Facts_Rescue_Plan_for_AccTrustee_Jan_2017 (1)

Read more

21 Jan 2017

LONG TERM CARE INSURANCE 1980 – 2015

Excerpts from ABA Book “An Advisors’ & Trustees’ Guide to Managing Risk” 2017

 

Download

Read more

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

Taxstringer-The_Life_Insurance_Policy_Lapse_and_Litigation_Crisis_02_PDF

Read more

18 Dec 2016

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

T&E_Dec_2016

Read more

21 Aug 2016

Low Rates Are Tormenting Insurers–and Their Customers; Long-term-care Policies are among hardest-hit

Download

Read more

21 Aug 2016

Long-Term-Care Insurance Isn’t Dead. It’s Now An Estate Planning Tool

Article from The Wall Street Journal that discusses how long-term care insurance–specifically hybrid policies–becoming a planning tool.

 

Download

Read more

21 May 2016

Protecting Your Client From Long Term Care Costs and Their Solutions

Download

Read more

14 Mar 2016

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

Seeking_Alpha_Whats_The_Problem_ULI_PDF

Read more

28 Jan 2016

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

Is_Your_Life_Insurance_Still_Fulfilling_Its_Objective

Read more

21 Nov 2015

Protecting Retirement Assets and Lifestyle From Cognitive Impairment — SCWBA

Download

Read more

21 Oct 2015

Protecting Retirement Assets & A Lifestyle From Cognitive Impairment

Download

Read more

29 Jul 2015

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

Free_Educational_Webinar_PDF_2

Read more

08 Jul 2015

AccountingToday – Containing Long Term Care Costs

Accounting_Today_July_8_2015_PDF

Read more

06 Jun 2015

Protecting Retirement Assets and Lifestyle from Cognitive Impairment

Download

Read more

02 Jun 2015

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

Accounting_Today_June_2_2015_Henry_Montag_PDF

Read more

02 Jun 2015

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

Suffolk_County_Womens_Bar_June_2_2015_PDF

Read more

18 May 2015

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

HenryMontagArticle_NYSSCPA_0515_small

Read more

18 Apr 2015

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

NYSBA_Avoiding_Consequential_Liabilities_for_FINAL_right_Photo_PDF

Read more

18 Sep 2014

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

ElderLawJournalSummer14_Montag4
Read more

18 Sep 2014

The Tax Stringer NYSSCPA – “The Lapsing Policy Crisis”

NYSSCPA_TAXStringer_September_2014_PDF
Read more

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
Read more

18 Jun 2014

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

NcCPAp_June_2014_Montag_Only_pdf

Read more

02 Jun 2014

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

NcCPAp_June_2014_Montag_Only_pdf

Read more

18 May 2014

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

Montag SeniorLawyerNewsSpring14_combined

Read more

18 May 2014

TaxFactx Online – The Lapsing TOLI Policy Crisis

THE_LAPSING_TOLI_POLICY_CRISIS_May_2014_Tax_Facts_online_PDF
Read more

18 Apr 2014

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

NcCPAp_April_2014_Montag_Only_PDF2

Read more

18 Apr 2014

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

Tax_Facts_THE_IMPORTANCE_OF_GETTING_IT_RIGHT

Read more

18 Mar 2014

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

TaxFacts_Online_March_3_2014-RISK_MANAGEMENT_PROCESS_TOLI_PDF

Read more

18 Mar 2014

Financial Service Professional Magazine – Assisting the Unskilled Trustee

FSPJournalCoverPage-March2014_all

Read more

03 Mar 2014

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

NYSSCPA_Newsletter_apr20_p14-16

Read more

18 Jan 2014

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

NEW_YORK_STATE_BAR_ASSOCIATION_4pp

Read more

18 Dec 2013

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

Newsletter-SCWB_p10-11

Read more

18 Nov 2013

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

NCCPAPTOLI_Life_Insurance_Audit

Read more

18 Apr 2012

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

Successful_Succession_Planning

Read more

18 May 2011

Put Old On Hold – Responsibilities And Thoughts For Business Owners

Responsibilities_And_Thoughts_For_Business_Owners2

Read more

21 Apr 2010

New Strategies for Long-Term Care

Download

Read more

Recent News

  • VJR Attny Guest Blog Sept 2018 February 8, 2019
  • Join me at the Estate Planning Council Breakfast on Feb 21 February 8, 2019
  • Guest blog for Tenenbaum Law, P.C. — The Many Reasons Not to Look at your Life Insurance Policies January 29, 2019

Categories

  • Articles
  • Events
  • News
  • Press
  • Uncategorized
  • Videos
  • Webinars
Have any questions?henry@www.thetolicentereast.com(516) 695-4662
Copyright © 2017 The Toli Center East.