Tax Warrior Chronicles

Tax Implications of Selling a Structured Settlement

Posted on Mon, Mar 27, 2017

By: Ted Nebiolo and Bruce Benjamin, CPA, MT


College tuition, purchasing a home, starting a business.  These are all life events that may call for a large, upfront cash outlay.  If you are receiving a structured settlement payable as an annuity, it may be an attractive solution to sell it to obtain the cash for the lump-sum payment. If you are considering this route, know the tax implications and the process that determines the real value of your settlement.

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Part II - Tax Changes in Washington: What Are They Considering Now?

Posted on Mon, Jun 24, 2013

Joint Committee on Taxation Report Gives Us Clues

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Tax Changes in Washington: What Are They Considering Now? A Report by the Joint Committee on Taxation May Give Us Clues.

Posted on Mon, Jun 10, 2013


Despite considerable changes to the tax code over the last six months, Congress is still brainstorming and discussing even more tweaks and changes.  The Joint Committee on Taxation’s May 6th release of the Report to the House Committee on Ways and Means on Present Law and Suggestions for Reform Submitted to the Tax Reform Working Groups gives a glimpse at suggestions for reform submitted to the eleven working groups created by the Ways and Means Committee to review current laws, research relevant issues, and compile feedback from various sources regarding their designated areas. We will examine the reports summary of suggestions received by the Working Group on one of the most expansive

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