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In the Beginning ... How Are Nonqualified Annuities Taxed?
discussed at length in prior TAXING TIMES articles.17 Exchanges, full and partial. Another beneficial ... case called Webber v. Commissioner, 144 T.C. No. 17 (2015), which describes how not to arrange one’s ...- Authors: John Adney
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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Investor Control: Will You Know It When You See It?
control rules, Inv. An- nuity, Inc. v. Blumenthal,17 was dismissed by the appellate court due to lack ... Revenue Code of 1986, as amended. 4 144 T.C. No. 17 (June 30, 2015). 5 2003-2 C.B. 347. 6 309 U.S ...- Authors: Ann Cammack, Frederic Gelfond
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy