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Regarding InsMark Loan-Based Split Dollar software, one of the loan interest options under the Loan-Based Private Split Dollar format is accrual of interest, and the resulting loan interest is compounded. Is there any reason, legal or otherwise, that woul
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Although the InsMark Loan-Based Split Dollar software can illustrate interest accrual under the Loan-Based Private Split Dollar format, can an employer-sponsored plan also utilize the accrual mechanism?
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When will you be adding composite capacity to COLI illustrations in the InsMark Illustration System?
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What is the tax treatment of an intentionally defective grantor trust (IDGT”)? What makes an irrevocable trust an intentionally defective grantor trust? Are such trusts in Documents On A Disk (“DOD”)?
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If the sponsoring employer of a loan regime split dollar begins using a gross up bonus method to provide for the interest payment each year and later determines it does not wish to continue with the bonus payments in subsequent years, is there any reason
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In Wealthy and Wise, current employment income does not have a field. Do I need to enter this as a custom income item?
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In Wealthy and Wise, everything is listed after tax, and the user needs to enter the tax rate. Is there a way to make the system calculate taxes based upon the inputs we have made?
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Could InsMark develop a calculator that could be used for trustees of credit bypass trusts as well as other funded trusts? The calculator would compare (1) the present value of the invested assets at whatever real of return the trustee feels appropriate r
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How do I print copies of the Computer Business Cards slides?
