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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
that the owner of a variable life insurance or annuity contract who controls the selection and disposition ... (Oct. 10, 2014). 5 Skidmore v. Swi & Co., 323 U.S. 134, 140 (1944). 6 Sept. 14, 2016. 7 Oct. 27, ...- Authors: Bryan W Keene, John Adney
- Date: Jun 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
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Investment Risk and the Limits of Insurance
undertake to freeze the concepts of ‘insurance’ or ‘annuity’ into the mold they fitted when these Federal ... at pctricker@ davis-harman.com. ENDNOTES 1 312 U.S. 531 (1941). 2 See, e.g., AMERCO, Inc. v. Comm’r ...- Authors: Patrick Tricker
- Date: Jun 2016
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Public Policy