))
Keeping Things Open-Life Insurance Demutualization Case
Manage episode 155580407 series 1161335
Content provided by Ed Zollars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Zollars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week we look at the Recent United States Court of Federal Claims decision in Fisher, Trustee v. United States, 2008 TNT 154-7 where the court sided with the taxpayer and held that the proper treatment of amounts received in lieu of shares in the demutualization of Sun Life were to be treated under the open transaction doctrine rather than treated as a sale of shares with a zero basis.The materials can be found at http://www.edzollars.com/2008-08-18_OpenTrans.pdf .The podcast is sponsored by Leimberg Information Services, on the web at http://www.leimbergservices.com .
…
continue reading
183 episodes
Share
