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Policy Valuations & Basis Issues

  • Taxpayer Wins Big on Insurance Valuation in Estate of Levine
  • Valuation of Life Insurance Policies
  • Clarity Regarding Valuation of Life Insurance for Income Tax Purposes… or Not.
  • Recent Developments Affecting Life Insurance
  • Consistency Reporting for Unmatured Life Insurance Contracts
  • Taxing Times
  • Life Insurance: What's It Worth? (And Who Says?)
  • A Story to Demonstrate the Value of Policy Appraisals/Valuations
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