Articles

Mutual Insurance Policyholders Turned Stockholders Could Be In Line for Tax Refunds

By Michael D. Koppel, CPA, MBA, MSA, PFS, CITPGray, Gray & Gray, LLPMay 2013 Many insurance companies were originally formed as mutual insurance companies.  Instead of issuing stock the company was, in effect, owned by its policyholders – the people and entities that purchased policies.In the past 15 or so years, approximately 35 insurance companies […]

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