Practical advanced sales support for Life Insurance carriers and agents.

Get clear, high-quality tax answers that help close high-dollar sales. 

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We’re your expert tax law partner.

Our experienced tax lawyers help insurance carriers, brokerage agencies, and life insurance agents navigate tax complexities on behalf of their clients, nationwide. We can help your agents provide top-notch service through the sales cycle and beyond.

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Give your team the professional support they need to close sales and build relationships.

Consulting

Our accessible, approachable experts draw on decades of experience to explain the ins and outs of highly technical tax issues. Specialized expertise is just a phone call or email away.

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Want valuable tax support in your inbox every week? Our newsletter subscriptions deliver targeted, relevant tax information and white-label-ready content tailored to sales teams.

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Find out what clear, on-demand legal support can do for your team—and their production.

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