Roth & Company, PC Tax Update Blog

Tax Update Blog: Permalink

« Previous · Tax Update Blog Home · Next »

Demutualization: what to do now?

October 22, 2009

Now that an appeals court has upheld the Fisher case allowing a taxpayer to offset gain on the stock of a de-mutualized insurance company with life premiums paid, what should taxpayers do now? Roger McEowen has some thoughts. He also lists demutualization transactions and discusses the practicalities of refund filings.

Reblog this post [with Zemanta]

Tags: ...

      Bookmark: del.icio.usDiggreddit

Email:  •  Phone: (515) 244-0266
All content © Roth & Company, P.C.  •  Powered by Movable Type  •  Site by Sekimori Design