Legislative Updates, Court Rulings, IRS Revenue Rulings, and Recent Legislation
2010 Federal Budget Blueprint; American Recovery and Reinvestment Act of 2009; Capital Gains and Estate Tax Relief Act of 2009; Case-in-Point: Private Split Dollar.
Obama administration budget proposals; IRS clarifies application of Section 2511(c) to Grantor Trusts; IRS releases 409A document correction program; Oklahoma State Foundation sues Lincoln and agents on alumni policies
Federal tax limits for 2010; Pension plan limits and amounts for 2010; Changes from Pension Protection Act for long-term care; IRS releases 409A document correction program
House passes Estate Tax Bill; Federal tax limits for 2010; Pension plan limits and amounts for 2010; Changes from Pension Protection Act for long-term care
Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.