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IRS Releases New Ruling on BOLI Partnership
IRS Releases New Ruling on BOLI Partnership Summary of private letter ruling the IRS released in February 2013 regarding a partnership formed to hold and manage bank-owned life insurance ...- Authors: Bryan W Keene, John Adney
- Date: May 2013
- Competency: Professional Values
- Publication Name: Taxing Times
- Topics: Life Insurance
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IRS Applies Strict Reading of Section 72(s)
IRS Applies Strict Reading of Section 72(s) The article discusses an IRS private letter ruling applying the after-death distribution requirements applicable to non-qualified annuity contracts ...- Authors: Mark E Griffin, Alison R Peak
- Date: Mar 2016
- Competency: Professional Values
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities