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M Intelligence Video Update on Proposed IRS Regulations

M Financial | 19 August 2016 | News
Advocacy, Expertise, Life Insurance, M Intelligence, Ultra-Affluent Life Insurance

On August 4, the Treasury Department and the IRS issued proposed regulations that, if enacted, would impact the valuation of certain interfamily transfers of assets under Section 2704.

Watch Matthew Pressler, Director of Advanced Markets, explain what these potential regulations would mean for the life insurance industry.

For additional information, please refer to the M Intelligence pieces Family Limited Partnerships and Installment Sale to an Intentionally Defective Irrevocable Trust.




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