Archive for December, 2013

Clarity Regarding Valuation of Life Insurance for Income Tax Purposes… or Not.

December 5th, 2013 1 comment

Re: United States Tax Court case 10525-07 Schwab v. Commissioner and US Court of Appeals for the Ninth Circuit case 11-71957

One question I am regularly asked when I meet with advisors at conferences is regarding policy appraisals and valuations for income tax and charitable purposes. Obviously this is something which frustrates many and they are finding it difficult to come to conclusions. Read more…

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