2321 N. Loop Drive  
Suite 200  
Ames, IA 50010  
Phone: (515) 294-5217  
Fax: (515) 294-0700  

You are here: Home > Taxation > Court Opinions

IRS Argument A Loser in Demutualization Case

- by Roger McEowen

August 11, 2008

The IRS argument that policyholders have no income tax basis in cash or stock received in a demutualization has been shot down by the U.S. Court of Federal Claims.

Download article (PDF).