Valuation

This PodCast pertains to the proposed IRS regulations that will radically change the taxation of private annuities, making Revenue Ruling 69-74 obsolete as of October 18.  It discusses the new treatment the IRS is proposing, and how it would impact such transactions.  See Steve Leimberg's Estate Planning Newsletter # 1037 for more on this change. This PodCast also summarizes some other recent developments, including the new updated numbers for qualified plan limitations.  See Steve Leimberg's Employee Benefits and Retirement Planning Newsletter # 388 for more on this IRS release of the 2007 key numbers.  This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com