Interesting ideas are being touted as the latest and greatest uses of Life Insurance for obtaining enormous tax savings. This idea is not really new a

Lance Wallach Lance Wallach

Lance Wallach

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发布日期: 2022年7月18日
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Interesting ideas are being touted as the latest and greatest uses of Life Insurance for obtaining enormous tax savings. This idea is not really new and makes use of certain tax codes eg. 419 and 419(e). The plans have typically used lousy life insurance plans (the plan works better that way) and the IRS has reviewed bits and pieces of this area of tax law for years. These RPT's may fall under Listed Transactions connected with Benefit Plans. Go for it but you CPA's out there make sure you have a ton of E & O insurance.

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