On Aug. 15, 2025, the U.S. Tax Court issued its opinion in Kadau v. Commissioner, highlighting a problem the captive insurance space has been far too willing to ignore: the misuse of life insurance ...
The strategic use of life insurance helps equalize inheritances, provide immediate liquidity for tax bills and more Written By Written by Insurance Staff Writer, WSJ | Buy Side Kimberly Lankford is an ...
Captive insurance can have perfectly legal tax and financial benefits, but some companies go too far ...