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Revenue Procedure 2008-24 and Partial Annuity Exchanges: Where Are We?
will not be aggregated and treated as one contract.17 Thus, the taxa- tion of any subsequent withdrawal ... in the exchange.” Rev. Proc. 2008-24, § 4.01(a). 17 Rev. Proc. 2008-24, § 4.03. 18 Rev. Proc. 2008-24 ...- Authors: Kirk Van Brunt
- Date: Sep 2008
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities
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Taxing Times, December 2005, Volume 1, Issue No. 1
Taxing ... Positions Matthew M. Haaf and Ernest C. Achtien 17 Experience Rating, Helvering vs. Le Gierse, and ... 1989-1 C.B. 622, Question 10. 13 REG-126967-03, 2/17/04. 14 I.R.B. 2004-10. 446continued ...- Authors: Christian J DesRochers, Barbara Gold, Edward Robbins, Brian King, Craig R Springfield, Amy Lewis, Kirk Van Brunt, Matthew M Haaf, Ernest C Achtien
- Date: Dec 2005
- Publication Name: Taxing Times
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I-COLI: The Genesis of Revenue Procedure 2007-61 and the Future of Insurer-Owned Life Insurance
I-COLI: The Genesis of Revenue Procedure 2007-61 and the Future of Insurer-Owned Life Insurance Tells what ... Genesis of Renenue Procedure 2007-61 … from pg. 17 18 4TAXING TIMES FEBRUARY 2008 319 one or ...- Authors: Application Administrator, Michelle Antoinette Garcia, Kirk Van Brunt
- Date: Feb 2008
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance