IRS rules free life insurance exchanges from tax traps
Final regulations on Section 1035 insurance exchanges eliminate problems from earlier regulations that affected corporate reorganizations and death benefits.
Read the full articleYou might also wanna read
Trump Clears Way for Corporate Tax Dodge Hidden in the Fine Print
Explore this gift article from The New York Times. You can read it for free without a subscription.
Treasury and IRS Withdraw Controversial Proposed Regulations, Return to Prior Rules for Spin-Off Transactions
IRS Final Rules Identify Certain CRATs as ‘Listed Transactions’
The final regulations identify certain arrangements claiming to be charitable remainder annuity trusts as "listed transactions," a specific
IRS Increases Tax Deduction Limits for Long-Term Care Insurance for 2025
The IRS has announced a new age-based tax-deductible limit for the upcoming year. Tax-qualified Long-Term Care Insurance provides guaranteed
New Applicability Dates of Proposed Section 892 Regulations
The U.S. Department of the Treasury (Treasury) and Internal Revenue Service (IRS) have issued proposed regulations providing transition reli
DOL Reinstates Historic “Five-Part” Fiduciary Test
On March 17, 2026, the U.S. Department of Labor (DOL) adopted a Final Rule defining who is a fiduciary under the Employee Retirement Income
Comments
Sign in to join the conversation.
No comments yet. Be the first.