Carol V. Calhoun, shareholder of
Calhoun Law Group, P.C.,
has a long history of providing legal services to both insurance companies (U.S. and
off-shore) and large policyholders with regard to the tax status of life insurance and
annuity contracts. Her work dates back to the original revenue rulings, and subsequent
statute, which set forth the requirements and benefits of such contracts from a tax
perspective. She is the author of one of the seminal articles on the taxation of variable annuities, and
has worked under two former Commissioners of Internal Revenue in this area.
Please contact us if you would like a free, no-obligation
consultation on how we could assist you or your insurance company with these issues.
