Skip to content

It looks like we may have content for your preferred language. Would you like to view this page in English?

Co-Author, IRS Form 712: Like a Box of Chocolates, You Never Know What You’re Going to Get – a primer on IRS Form 712 and the different ways that insurance carriers value policies and report, when and why it matters, and a discussion of other approaches to valuing life insurance policies for wealth transfer strategies, American Bar Association