Tax
Stopgap
Stopgap 1982 – GOV (Senate) – Administration’s Fiscal Year 1983 Budget Proposal, Part 3 of 5 Parts – FEBRUARY 23, 24 ; MARCH 9, 10, 11, 12, 16, 17, 18, 19, 1982 ACLI – Statement of Robert F. Froehlke, President, American Council of Life Insurance p29- Senate – Committee on Finance
Read MoreTax Shelters
Tax Shelters 2003 0719 – NYT – Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston – [link-Paywall Free] Since the government began attacking tax shelters in earnest two years ago, a growing number of individuals and corporations who bought shelters that the I.R.S. has either demolished, or may demolish, have filed lawsuits against…
Read MoreBooks – Taxes
Book – Taxes Series – Tax Facts on Life Insurance, by National Underwriter Company, 1957 – Book – Taxation of Life Insurance, by Bertram Harnett 2006 – Book – U.S. Tax Reserves for Life Insurers, by Edward L. Robbins 2014 – Book -Basis Assets and Liabilities of U.S. Life Insurers, Edward L. Robbins Journal…
Read More101 – IRC – Internal Revenue Code
101 – IRC – Internal Revenue Code (p65) – TEFRA Definition Prior to the enactment of the Tax Equity and Fiscal Responsibility Act (“TEFRA”) , there was substantial doubt whether universal life insurance should be treated as life insurance for tax purposes. In addition, there was concern that universal life insurance could be used to…
Read More1983 0311 – GOV (Senate) – Taxation of Financial Services Industry – Bob Dole (R-KS)
1983 0311 – GOV (Senate) – Taxation of Financial Services Industry 1983 0311 – GOV (Senate) – Taxation of Financial Services Industry – Bob Dole (R-KS) — [BonkNote] [PDF-356p-Senate-Link, VIDEO-?] Senate – Committee on Finance (p93) – … the life insurance industry has developed new products that contain predominantly investment features similar to those offered…
Read More72t – IRC – Internal Revenue Code
72t – Substantially Equal Periodic Payments – IRC – Internal Revenue Code – LC – Ciofoletti V. Securian Fin. Grp., No. 0:18-cv-03025-JNE-ECW (D. Minn.) – filed in federal court in St. Paul, Minnesota Doc. 151-21 – Ed Storer Deposition (p26) – And we had this case, as I explained earlier, where we needed to do it…
Read More1983 0510, 0511 and 0728 – GOV (House) – Tax Treatment of Life Insurance – Pete Stark (D-CA)
1983 0510, 0511 and 0728 – GOV (House) – Tax Treatment of Life Insurance 1983 0510, 0511 and 0728 – GOV (House) – Tax Treatment of Life Insurance, Pete Stark (D-CA) — [BonkNote] Alan Richards, president and chief executive officer of E. F. Hutton Life Insurance Co. John E. Chapoton, Assistant Secretary (Tax Policy), Department…
Read MoreTax – Index
Tax – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# B Books – Taxes Back to top C Corridor Back to top I Inside Buildup IRS – Internal Revenue Service Back to top J JCT – The Joint Committee on Taxation Back to top L Life Insurance Company Taxation Back to top M Modco – Modified Coinsurance Back to top P…
Read MorePremium Taxes
Premium Taxes The States feared the loss of large revenues received from taxation of the insurance business.1 (p221)’ 1948 – LR – Statutory Regulation of Life Insurance Investment, by W. Page Keeton, Yale – 21p As you may know, Alabama has a $1.3 billion per year insurance business, resulting in $240 million of insurance premium…
Read MoreTax-Free Retirement
Tax-Free Retirement 1982 – Book – Doug Andrew – Book – LASER Fund, by Doug Andrew Patrick Kelly 2007 / 2017 – Book – Tax-Free Retirement, by Patrick Kelly The Retirement Miracle – No Audiobook (2021 0111) 20 min – youtube.com/watch?v=DAci4bLQNVI&t=74s 15 min – youtube.com/watch?v=t_OPstyLnzU David McKnight Ed Slott Ed Slott IUL Tax Free Retirement -…
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