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IRS Attacks Business Owners, Accountants, Lawsuits over 412(i)/419 and Similar Insurance Based Plans

financeexpertsforum3.blogspot.com/2013/03/irs-at... - Details

roserbertme: By Lance Wallach, Abusive Tax Shelter, Listed Transaction, Reportable Transaction Expert Witness A 412(i) plan is a “defined benefit plan” – a retirement plan, a pension plan that claims to offer very large tax deductions. It is...

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By Lance Wallach, Abusive Tax Shelter, Listed Transaction, Reportable Transaction Expert Witness A 412(i) plan is a “defined benefit plan” – a retirement plan, a pension plan that claims to offer very large tax deductions. It is funded with annuity and life insurance products. Late 1990's/early 2000's, agents sold life insurance, and annuity policies to fund such plans. Type of policy typically had high surrender charges, de

stepehdrew saved this page on 07/14/2014 05:21am

By Lance Wallach, Abusive Tax Shelter, Listed Transaction, Reportable Transaction Expert Witness A 412(i) plan is a “defined benefit plan” – a retirement plan, a pension plan that claims to offer very large tax deductions. It is funded with annuity and life insurance products. Late 1990's/early 2000's, agents sold life insurance, and annuity policies to fund such plans. Type of policy typically had high surrender charges, de

areeshkhan544 saved this page on 07/14/2014 05:11pm

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