Medicare Tax on Investments: First Look
Investors and their advisors need to begin planning now for the new Medicare tax on investment income that takes effect in 2013.
View ArticleLife Insurance Loan Turns to Tax Debt
You don't have to pay tax on money you borrow from a life insurance policy — but the IRS may have a surprise for you if the policy is subsequently canceled.
View ArticleDemutualization Soup: Another Ruling
A new ruling is inconsistent with a previous one dealing with the tax treatment of shares received in demutualization of an insurance company.
View ArticleAnother Demutualization Case
A district court takes a different view of the demutualization issue, handing the IRS a victory.
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