Life insurance /

" ... analyzes in detail the federal estate and gift tax treatment of life insurance policies. After outlining the general principles involved, the Portfolio applies the concepts to both personal and business insurance in various contexts, such as group term insurance, split-dollar insurance, a...

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Bibliographic Details
Previous Title:Budin, Beverly R. Life insurance
Main Author: Mezzullo, Louis A., 1944-
Corporate Authors: Bloomberg BNA, Tax Management Inc
Other Authors: Budin, Beverly R
Format: Book
Language:English
Published: Arlington, VA : Tax Management Inc., [2014]-
Series:Tax management portfolios ; 826-3rd
Subjects:
Online Access:http://taxandaccounting.bna.com/btac/display/link_res.adp?lt=email&fname=tm_826&split=1
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Summary:" ... analyzes in detail the federal estate and gift tax treatment of life insurance policies. After outlining the general principles involved, the Portfolio applies the concepts to both personal and business insurance in various contexts, such as group term insurance, split-dollar insurance, and buy-sell insurance. The Portfolio reviews the application of life insurance to other transfer tax and planning areas, such as the marital deduction, [section] 2035 (the three-year rule), and retirement planning"--Page iii
Item Description:Kept up to date with revision pages
"This portfolio revises and supersedes 826-2nd T.M."
"Bloomberg BNA"--Cover
Physical Description:1 volume (loose-leaf) ; 28 cm
Publication Frequency:Updated irregularly
Bibliography:Includes bibliographical references (pages C1-C4)
ISBN:9781617469664
1617469661