Business Life Insurance
August 27, 2024
275 / How is a corporation taxed on payments under an annuity contract?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
June 13, 2024
268 / Are premiums paid by a corporation on life insurance to fund a stock redemption agreement taxable to an insured stockholder?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
March 13, 2024
261 / What is business life insurance?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
March 13, 2024
302 / Can an executor avoid attribution of stock ownership from an estate beneficiary to the estate by distributing the beneficiary's legacy before the redemption of the estate-held stock?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
March 13, 2024
296 / If an employee or stockholder sells a life insurance policy to the corporation for its cash surrender value, does the employee or stockholder realize a taxable gain?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
March 13, 2024
301 / How can attribution of stock ownership among family members be avoided?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
March 13, 2024
303 / What is a Section 303 stock redemption?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
March 13, 2024
306 / If a close corporation redeems stock from a decedent's estate, is the amount paid for the stock taxable as a constructive dividend to the surviving stockholder or stockholders?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
March 13, 2024
305 / Does redemption under an insurance-funded stock redemption agreement result in capital gain to a deceased stockholder's estate?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.
March 13, 2024
295 / If an employer owns a policy on the life of an employee and sells the policy to the employee for its cash surrender value, can the sale result in taxable income to the employee or to the employer?
Scott Curtis, head of Raymond James Private Client group, explains the firms growth goals, regulatory pressures and outlook on the industry.