Split Dollar Life Insurance
September 18, 2012 4:51 pm
Covers recent cases, rulings, regulations, and legislation dealing with all forms of split dollar life insurance. Bob interviews attorney Michael Goller who discusses the new Covered Opinion Proposed Regulations. This is a very important development focusing on Section 10.37 – dealing with tax opinions and how attorneys must comply. Also stressed in this interview is section 10.35, which requires competence and 10.36 dealing with management oversight proceedures and standards.
This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com
Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
Recent Episodes
Keebler - Covered Opinion Rules
12 years agoKeebler and Buck - Split Dollar Case Discussion
12 years agoBob Keebler and the Section 1022/AMT Election 'Curveball'
13 years agoTax Planning Opportunities in Volatile Economic Environments
13 years agoBob Keebler discusses Revenue Procedure 2011-41
13 years agoBob Keebler focuses on Notice 2011-66
13 years agoBudget Control Act of 2011 Part 2 of 2
13 years agoBudget Control Act of 2011. This is Part 1 of 2
13 years agoWilmington Trust's Future Vision of Estate Planning - Part 2 - Dick Nenno
18 years agoThe Future Vision of Estate Planning 2007 - Part 1 - Dick Nenno
18 years ago