MC Briefcase: Impact of the Tax Cuts and Jobs Act on Life Insurance Product Pricing

February 2018 The Tax Cuts and Jobs Act (“Tax Law”), which became effective on January 1, 2018, includes several provisions that impact life insurance companies and the products they offer. The Joint Committee on Taxation estimates the 10-year cost for the industry to be $23 billion. While a lower corporate tax rate (21% under the Tax Law, […]

MC Briefcase: Market Update – Is This a Sign of Further Declines to Come?

February 2018 With 1000 point swings in the Dow Jones becoming commonplace over the past few weeks, many investors are asking themselves, “What has changed and is this shift a sign of further declines to come?” Let’s explore some of the factors behind the roller coaster ride of 2018 (so far) – How severe is a […]

Using Deferred Compensation Plans to Obtain Merger and Acquisition Advantages

January 12, 2018 When people think of deferred compensation plans (DCP), several words typically come to mind – “income deferral,” “saving for retirement,” “tax-deferred growth,” “tax-deferred earnings,” and, perhaps, even the words “non-qualified.” Deferring income and accumulating wealth on a tax-favored basis is traditionally thought of as making elections to defer salary, bonuses, incentive compensation, […]

MC Legislative Update: Income Tax Provisions of the Tax and Jobs Act

December 22, 2017 H.R. 1: An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018 (“Act”) enacted by Congress on December 20, 2017 is the most comprehensive tax reform measure since 1986.  President Trump will sign this legislation into law before the […]

Mezrah Consulting’s Recent Community Activities

November 2017 Autumn is a busy time at Mezrah Consulting, however, we still make time to support our community through sponsoring and participating in various charitable events. Below are two recent contributions that we have made to our local community and beyond. On Tuesday, November 14, 2017, The University of Alabama held its River Pitch […]

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