Tax Court Judge Notices a Couple Keeping an Annuity
May 1, 2025 by Allison Bell
U.S. Tax Court judges could look at clients’ moves to sell or keep annuities when evaluating the clients’ overall financial status.
Judge Albert Lauber took the treatment of a couple’s annuity into account in a recent opinion about a case involving a charitable contribution deduction for a conservation easement related to the 2016 donation of 110 acres of rural farmland in Shelby County, Alabama, to the Heritage Preservation Trust.
Originally Posted at Think Advisor on April 29, 2025 by Allison Bell.
Categories: Industry Articles
