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.
No deduction for interest on life insurance policy; Transfers to LLC ruled indirect gifts subject to gift tax; Taxpayer not responsible for income on 1099-R
Transfers of LLC Interests Results in an Indirect Gift; Charitable Trust Liable for UBTI on Securities; Favorable Ruling on Trust Owned Split-Dollar Arrangement; Case-In-Point: Private Financing.
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.
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.
