Life Insurance

Life insurance planning is an important part of financial management, and McMurtry Accounting helps clients understand how these policies fit into their overall financial picture. We provide guidance on how premiums, cash value, and policy benefits impact your taxes, estate planning, and long‑term financial strategies. By reviewing your coverage alongside your financial goals, we help ensure your life insurance policies are structured in the most beneficial and tax‑efficient way.

Our team also assists businesses and individuals with proper accounting treatment for life insurance policies, including reporting requirements and the financial implications of key‑person insurance. Whether you’re evaluating a new policy, assessing existing coverage, or planning for the future, McMurtry Accounting offers clear, reliable support to help you make informed decisions that protect both your family and your financial stability.