Seasoned and experienced
with a track record of success
Meeting challenges head-on
and taking calculated risks
Committed to serving each client
with perseverance and loyalty
The Harris Litigation Firm represents and defends individuals and business owners who have invested their hard-earned money into these plans. If your investment in one of these plans has created tax issues for you or if you’re just worried that it will cause problems down the road, we can help.
In 2004, the Treasury Department and the Internal Revenue Service issued guidance to shut down abusive transactions involving specially designed life insurance policies in retirement plans, section “412(i) plans.” The guidance designates certain arrangements as “listed transactions” for tax-shelter reporting purposes.