the gift annuity in context

SKU: gift annuity
$100.00
$100.00
Unavailable
per item

Summary outline:

  • the gift annuity funded with appreciated property as a special case of the bargain sale
  • as an exception to the acquisition indebtedness rule
  • unrelated business taxable income (UBTI)
  • valuing the annuity stream, incl. two-month lookback
  • taxation of the annuity payout
  • expected return multiple
  • annuity for benefit of spouse, nonspouse
  • reserves and reinsurance
  • ACGA recommended maximum rates
  • exception to securities laws
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