Legislative Updates, Court Rulings, IRS Revenue Rulings, and Recent Legislation
2010 Federal Budget Blueprint; American Recovery and Reinvestment Act of 2009; Capital Gains and Estate Tax Relief Act of 2009; Case-in-Point: Private Split Dollar.
Investor Originated Life Insurance; IRS Issues New Actuarial Tables based on Updated Life Expectancy Tables; Sensible Estate Tax Act of 2009; Case-In-Point: Creating an Asset Class with Protection SUL-G.
Discounts for S-Corp Interests; Taxpayer Certainty and Relief Act of 2009; Service Approves Post-Final Regulations of Private Split Dollar; Case In Point: Private Financing.
2010 Federal Budget Blueprint; American Recovery and Reinvestment Act of 2009; Capital Gains and Estate Tax Relief Act of 2009; Case-in-Point: Private Split Dollar.
Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
