The IRS Just Defused the "1035 Exchange Trap": What T.D. 10052 Means for Houston Policyholders, PPLI Users, and Life Settlement Investors

Final regulations under T.D. 10052 stop routine 1035 exchanges from triggering reportable policy sale status. What Houston policyholders and funds should know.

TAX LITIGATIONIRS AUDIT DEFENSETAX RESOLUTIONTAXTRUST AND ESTATE PLANNING