Final Regulations on Life Insurance Transfer Rules: IRS Updates July 2026
Discover the latest IRS regulations affecting life insurance transfer rules. Learn how these updates impact policy sales and tax implications for 2026.
IRS Issues Final Regulations on Charitable Remainder Annuity Trusts
New IRS regulations target abusive tax shelters involving charitable remainder annuity trusts, requiring mandatory advisor disclosures for compliance.
Mastering Life Insurance: Risks, Tax Implications, and Estate Planning
Discover essential insights on life insurance risks, tax implications, and estate planning strategies to optimize compliance and protect your assets effectively.
Tax Court Affirms Income Reporting Rules for Whole Life Policy Loan Surrenders
The U.S. Tax Court's Fugler v. Commissioner decision reinforces rules for taxable income reporting on whole life insurance policy surrenders with outstanding loans, highlighting reporting requirements and limited deduction and relief options.