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2LAB2309 - Periodic Payments vs. Lump Sum: Tax-Efficient Strategies from Settlements - presented by MetLife (PFP, TAX)

‐ Jun 6, 2023 3:10pm

The payout from a settlement can have vastly different tax consequences for your client depending on how it is structured. A periodic payment solution paid out over time can help defer and spread the tax liability for a claimant involved in a taxable settlement. In this presentation, we will discuss the advantages of periodic payments versus a cash release and highlight a case example.

Learning Objectives:

  • Learn the tax-efficient advantages of periodic payments versus a lump sum for a Legal Settlement.
  • Review a case example in which a client was able to defer their tax liability.





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