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Common Life Insurance Tax Traps to Avoid
Date
July 24, 2012
This session will review common income, gift, estate and GST tax traps that involve life insurance policies, including the “Goodman problem,” phantom income from policy loans, transfer for value, valuation of policies for gift or sale, ILIT errors, and more.
Speaker
Principal, Stern Slavutin 2, Inc.
Specialties
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