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    Life Insurance Funding Analysis Exhibit

    Exhibit This exhibit accompanies the Personal Financial Planning column in the June 2014 issue of The Tax Adviser.
    Published on May 31, 2014

    Life Insurance Funding Analysis Exhibit

    Exhibit This exhibit accompanies the Personal Financial Planning column in the June 2014 issue of The Tax Adviser.
    Published on May 31, 2014

    Reporting Life Insurance Transactions by S Corporations

    Article There is room for disagreement, if not confusion, over how to report transactions involving life insurance on the tax returns of S corporations
    Published on July 25, 2013

    Reporting Life Insurance Transactions by S Corporations

    Article There is room for disagreement, if not confusion, over how to report transactions involving life insurance on the tax returns of S corporations
    Published on July 25, 2013

    Tax Court Rules on Valuation of Life Insurance Policy in Bargain Sale

    Article The Tax Court held that where the profit-sharing plan of an S corporation wholly owned by the taxpayers distributed to them a life insurance policy on their lives, the taxpayers could not reduce the taxable value of the policy by the amount of the surrender charge for purposes of determining
    Published on January 28, 2011

    Tax Court Rules on Valuation of Life Insurance Policy in Bargain Sale

    Article The Tax Court held that where the profit-sharing plan of an S corporation wholly owned by the taxpayers distributed to them a life insurance policy on their lives, the taxpayers could not reduce the taxable value of the policy by the amount of the surrender charge for purposes of determining
    Published on January 28, 2011

    Pension Rescue and the Fair Market Value of a Permanent Life Insurance Policy

    Article ...Pension rescue” is a sales concept used to help sell life insurance. The problem with pension rescue is that it is based on a valuation of the life insurance policy that may not hold up to IRS scrutiny
    Published on September 24, 2014

    Pension Rescue and the Fair Market Value of a Permanent Life Insurance Policy

    Article ...Pension rescue” is a sales concept used to help sell life insurance. The problem with pension rescue is that it is based on a valuation of the life insurance policy that may not hold up to IRS scrutiny
    Published on September 24, 2014

    The Universal Life Crisis A Potential Fix for an Underperforming Policy

    Article The prolonged low-interest-rate environment can have a dramatic effect on universal life insurance policies
    Published on May 31, 2014

    The Universal Life Crisis A Potential Fix for an Underperforming Policy

    Article The prolonged low-interest-rate environment can have a dramatic effect on universal life insurance policies
    Published on May 31, 2014

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