Does your company need assistance
with the tax status of life insurance
and annuity contracts or with company
owned life insurance (“COLI”)
issues? We can provide assistance
with the federal income tax aspects
of product design and in interacting
with the IRS relative to products
that may not be compliant. Additionally
we have significant experience dealing
with the IRS concerning pre-1986 and
post-1986 COLI contracts. |
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