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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 ...

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    • Authors: Bryan W Keene, John Adney
    • Date: May 2013
    • Competency: Professional Values
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • 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 ...

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    • Authors: Mark E Griffin, Alison R Peak
    • Date: Mar 2016
    • Competency: Professional Values
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities