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Publications and Presentations
All Publications
ANNUITIES ANSWER BOOK, FIFTH EDITION
July 2017
Wolters Kluwer
To purchase a copy of the Annuities Answer Book at a 20% discount, click here. (Please note that the discount will appear at the end of the checkout process.)
by John T. Adney, Joseph F. McKeever, III
 
RECENT IRS RULINGS HIGHLIGHT INVESTOR CONTROL ISSUES FOR FUND OF FUNDS ARRANGEMENTS
June 2017
Vol. 13, Issue 2, Taxing Times
by John T. Adney, Bryan W. Keene
 
IN THE BEGINNING: A COLUMN DEVOTED TO TAX BASICS: PREMIUMS PAID, INVESTMENT IN THE CONTRACT, AND TAX BASIS – WE KNOW IT WHEN WE SEE IT, RIGHT?
June 2017
Vol. 13, Issue 2, Taxing Times
by John T. Adney
 
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