Business-Owned Life Insurance: More Data Could Be Useful in
Making Tax Policy Decisions (13-MAY-04, GAO-04-303).
Business-owned life insurance is permanent insurance held by
employers on the lives of their employees, and the employer is
the beneficiary of these policies. Its attractive features,
common to all permanent life insurance, generally include both
tax-deferred accumulation of earnings on the policies' cash value
and tax-free receipt of the death benefit. Legislators have
expressed concerns about the ability of employers to receive
tax-favored treatment from insuring their employees' lives. GAO
was asked to discuss (1) the prevalence and use of business-owned
life insurance, (2) federal and state regulation and oversight of
these policies, and (3) the potential usefulness of and costs
associated with obtaining more comprehensive data on
business-owned life insurance.
-------------------------Indexing Terms-------------------------
REPORTNUM: GAO-04-303
ACCNO: A09988
TITLE: Business-Owned Life Insurance: More Data Could Be Useful
in Making Tax Policy Decisions
DATE: 05/13/2004
SUBJECT: Data collection
Federal taxes
Financial analysis
Private sector
Strategic planning
Tax administration
Life insurance
Insurance regulation
Federal/state relations
Fringe benefits
Business records
Tax incentives
Government/business relations