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Taxation Section: Investor Control: Will You Know It When You See It?
Since the 1970’s, taxpayers purchasing and selling variable life insurance and annuity contracts have been wary of the “Investor Control Doctrine.” Authors Ann Cammack and Frederic J. Gelfond provide a lively presentation of the history and issues. From the March 2016 Taxing Times. Read by Dan Theodore.
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By Society of Actuaries (SOA)
4.6
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Since the 1970’s, taxpayers purchasing and selling variable life insurance and annuity contracts have been wary of the “Investor Control Doctrine.” Authors Ann Cammack and Frederic J. Gelfond provide a lively presentation of the history and issues. From the March 2016 Taxing Times. Read by Dan Theodore.
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