Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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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
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