Your client would like to transfer securities to family members and asks for your help.
Your client is considering either a surrender or sale of a life insurance policy and asks about the income tax consequences.
Car dealers are heavily promoting new car sales. Your client is thinking this might be the right time to buy and wants to know whether the tax incentives for buying a new car are worth it.
Situation: One of your clients wants to make a retirement plan contribution before filing his tax return. He has salary from his job and some self-employment income from a side business.
