• 2024-06-10 Estate Tax Problems for Buy Sells Funded by Life Insurance

  • Jun 9 2024
  • Duración: 53 m
  • Podcast

2024-06-10 Estate Tax Problems for Buy Sells Funded by Life Insurance Por arte de portada

2024-06-10 Estate Tax Problems for Buy Sells Funded by Life Insurance

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  • Resumen

  • This week we look at:

    • US Supreme Court rules that a requirement to redeem the decedent’s shares cannot be considered to reduce the value of the entity, but life insurance proceeds received by the entity to fund the buyout will increase the value
    • Taxpayer denied relief for late rollover when funds were accidentally transferred from employer plan to Roth IRA
    • IRS rules certain payments related to East Palestine, Ohio derailment are §139 disaster payments
    • What options exist for an employer with a pending ERC claim?
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