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William Byrnes

As seen in: LinkedIn, Law.com, The Street, CityNews Ottawa, ThinkAdvisor, TaxProf Blog, BenefitsPRO Magazine, Human Resource Executive, Credit Union Times, Treasury and Risk
Covers:  estate planning and advanced estate planning, fatca, online education, tax evasion, financial crimes, retirement planning, transfer pricing, tax information exchange, insurance products, annuity products, beps, international tax, distance learning, legal education, tax, financial regulation, financial planning
Texas A&M Law, 9 Lexis treatises & 3 Tax Facts books, 1,600 articles financial media, pioneer online legal education, Phish Phell
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Fixed annuity sales rising in 2014, but why now?

Fixed annuity sales rising in 2014, but why now?

New studies show that, despite relatively stable conditions, fixed annuity sales have increased considerably …

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A smarter strategy for recharacterizing Roths

A smarter strategy for recharacterizing Roths

The benefits of creating a stream of tax-free income during retirement is key to most successful retirement i…

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Using Qualified Plan Dollars to Buy Life Insurance

Using Qualified Plan Dollars to Buy Life Insurance

This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution …

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How qualified plan dollars multiply the value of life insurance

How qualified plan dollars multiply the value of life insurance

For a small business owner , using qualified plan dollars to purchase life insurance protection is a strategy…

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Reversionary Annuities Gain Traction Among Insurance Carriers

Reversionary Annuities Gain Traction Among Insurance Carriers

In today's market for financial products, the array of life insurance and annuity options that are available …

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The tax planning tip that will prove an advisor's worth in 2014

The tax planning tip that will prove an advisor's worth in 2014

As many clients learned firsthand during the 2013 tax season, the new 3.8 percent net investment income tax (…

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Private Placement Variable Annuities: The Luxury Retirement Vehicle of the Future

Private Placement Variable Annuities: The Luxury Retirement Vehicle of the Future

In most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional …

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Final longevity annuity regulations clear path for future growth

Final longevity annuity regulations clear path for future growth

Recently, the Treasury Department issued final regulations governing qualified longevity annuity contracts (Q…

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July 1st FATCA FFI List Analysis by Country and by IGA

July 1st FATCA FFI List Analysis by Country and by IGA

free chapter download here -> http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2457671 What I find surprisi…

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Swiss Banks Lost $383 Billion So Far Due To Tax Evasion Investigations

Swiss Banks Lost $383 Billion So Far Due To Tax Evasion Investigations

On January 25, Kathryn Keneally, assistant attorney general of the Justice Department's Tax Division, served …

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FATCA remarks and intro to W-8BEN analysis

FATCA remarks and intro to W-8BEN analysis

I think it appropriate to begin this week with a quote by Senator Russell Long (of Louisiana) who was Chairma…

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States and Cities Committing Securities Fraud?

States and Cities Committing Securities Fraud?

Monday, August 11, 2014 The Securities and Exchange Commission today announced securities fraud charges again…

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