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Tax Planning for Life Insurance: Analysis with Forms

Tax Planning for Life Insurance: Analysis with Forms

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Main volume(s), which includes latest update; future updates sold separately.
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One-year subscription, includes all updates.
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Tax Planning with Life Insurance: Analysis with Forms provides the most comprehensive and practical guidance available on life insurance tax planning.

Through the authors' step-by-step analysis you will discover new ideas and planning strategies for using life insurance to accumulate tax-sheltered wealth and to transfer wealth free of estate, gift, and generation-skipping taxes.

Among its many planning topics, Tax Planning with Life Insurance includes answers to questions concerning: income tax rules; accounting issues involving life insurance; income tax definition of life insurance; using life insurance in both revocable and irrevocable trusts; creative uses of life insurance for charitable giving; and corporate and partnership uses of life insurance. This treatise provides a comprehensive examination and explanation of all major types of life insurance policies.

It also includes charts, checklists, examples and dozens of sample documents and forms.