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Taxes & Life Insurance

  • AICPA Resource - Guiding Clients Through the Transfer-for-Value Maze
  • What Is IRC Section 101(j)?
  • The Goodman Triangle
  • Policy Loans
  • Taxation of Life Insurance Policy Loans and Dividends
  • The Often Overlooked Income Tax Rules of Life Insurance Policies
  • Income Taxation of Life Insurance
  • Life Insurance in Today’s Estate Tax World
  • The Deficit Reduction Act of 1984 (DEFRA) and 7702 Testing
  • Can a 1035 Exchange Into an Annuity Followed by Surrender Help Float a Deductible Loss? (#102)
  • TOLI Trustees Should Not Throw Away A Tax Opportunity With The Policy
  • U.S. Code § 7702 - Life Insurance contract defined
  • Always Say Never
  • Salvaging Loss in a Life Insurance Policy
  • Dealing with Potential Estate Tax Change from a Life Insurance Perspective
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