Wednesday, April 24, 2013

Ninth Circuit -- MICHAEL SCHWAB V. CIR

Tax -- cash surrender value (including charges) rather than market value should be used to tax life insurance disbursements after early termination of policy.

MICHAEL SCHWAB V. CIR
Compiled by D.E. Frydrychowski, who is, not incidentally, not giving you legal advice.

Category tags above are sporadically maintained Do not rely. Do not rely. Do not rely.

Author's SSRN page here.