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Tax Implications of Life Settlements

May first of 2009, the Internal Revenue Service issued two Revenue Rulings that constitute the official position of the IRS on certain key tax issues in the life settlement arena.  Uncertainty in this area had plagued taxpayers and tax practitioners for years.  Many feared that this ruling would act as a deterrent from the asset class; however we have received increased interest from many institutional investors which had not considered life settlements as an investment option due to tax treatment ambiguity.  These investors now feel comfortable that the situation is finally clear and are beginning to invest.   

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