Insurance Underwriter Title Resources Group Appoints Natasha Branch as VP of Education and Underwriting CounselJuly 4, 2025
Tax Court Sides with Estate, Rejecting IRS’s Step-Transaction Doctrine on Life Insurance ProceedsBy insurancejournalnewsMarch 27, 20250 The Tax Court ruled that life insurance proceeds were not includible in a decedent’s estate, dismissing the IRS’s application of the step-transaction doctrine.