Transfer for value

COLI/BOLI – New Transfer for Value Regulation

Topics: Transfer for value

March 22, 2019 WRN 19.03.22 This morning, Treasury and the IRS released a proposed regulation related to reportable policy sales of life insurance contracts that will address the transfer for value issue. Our initial analysis is that the proposed rule looks good and will largely address the concerns outlined in our comment letter June 2018....

The Transfer for Value Rule – A Primer.

Topics: COLI/BOLI, Transfer for value

Thursday, April 2, 2015WRM#15-12 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…

Administration’s FY 2016 Budget- Part I: Something Old, Something New (with Sample Client Letter).

Topics: Capital gains, Carried interest, COLI/BOLI, DRD, Tax treatment, Transfer for value, Transfer taxes

Thursday, February 12, 2015WRM#15-05 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…