About the Author
Robert Bloink, Esq., LL.M.
Robert Bloink is a professor of tax for the Graduate Program of International Tax and Financial Services, Thomas Jefferson School of Law.
Previously, he served as Senior Attorney in the IRS Office of Chief Counsel, Large and Mid-Sized Business Division, where he litigated many cases in the U.S. Tax Court, served as Liaison Counsel for the Offshore Compliance Technical Assistance Program, coordinated examination programs audit teams on the development of issues for large corporate taxpayers, and taught continuing education seminars to Senior Revenue Agents involved in Large Case Exams. In his governmental capacity, Mr. Bloink became recognized as an expert in the taxation of financial structured products and was responsible for the IRS’ first FSA addressing variable forward contracts. Mr. Bloink’s core competencies led to his involvement in prosecuting some of the biggest corporate tax shelters in the history or our country.
Mr. Bloink's insurance practice incorporates sophisticated wealth transfer techniques, as well as counseling institutions in the context of their insurance portfolios and other mortality based exposures.
-
By Robert Bloink, William H. Byrnes |
May 13, 2013
New rules put into effect under PPACA can impact retirement income planning in ways your clients might not yet realize, by increasing their Medicare premiums proportionally as income increases.
-
By Robert Bloink, William H. Byrnes |
April 29, 2013
Changes to Social Security have renewed the urgency for maximizing benefits for high net worth clients.
-
By William H. Byrnes, Robert Bloink |
April 15, 2013
With the diverse array of estate planning tools available today, it might be easy to overlook one simple, tax-advantaged way to pass wealth to the next generation — individual retirement accounts.
-
By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
April 5, 2013
The IRS has recently blessed the path to using qualified pre-tax dollars to purchase longevity annuity contracts.
-
By Robert Bloink, William H. Byrnes |
March 26, 2013
Determining your client's Social Security entitlement is often a more difficult piece of the puzzle than anticipated.
-
By Robert Bloink, William H. Byrnes, Esq. |
March 20, 2013
Asset allocation is more important than ever in newer variable annuities.
-
By Robert Bloink, William H. Byrnes |
March 11, 2013
ESOP tax-free rollovers defer taxes — or lead small-business clients to the frying pan.
-
By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
February 12, 2013
In today’s low-interest rate environment, the strategies that worked for the past 20 years are simply not cutting it.
-
By Robert Bloink, William H. Byrnes |
February 4, 2013
Employers and employees should begin preparing to lose a valuable tool that provided flexible health benefits before PPACA.
-
By Robert Bloink, William H. Byrnes |
January 29, 2013
As your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.