Learn the TAX Rules when it comes to Life Policies!

Wed, Nov 17

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Zoom Meeting - CE Credit for CPAs

Learn the TAX Rules when it comes to Life Policies!

Learn how to transfer a Life Policy to a new Trust (Transfer for Value Rules). Learn how to calculate TAX when a life policy is sold to a third party (new Tax Rules). Learn how to calculate TAX when a Life Policy Lapses

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Time & Location

Nov 17, 2021, 9:00 AM – 10:00 AM PST

Zoom Meeting - CE Credit for CPAs

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