Charles Ulrich

Charles Ulrich, a 79-year-old accountant from Baxter, Minnesota, challenged a method used by the IRS and won. Tax experts say that Ulrich's victory could lead to tax refunds for thousands of people.¹

Fast Facts

1. Occupation: Accountant
2. Age: 79 years old in 2008
3. Resides in Baxter, Minnesota
4. Challenged a 20-year-old method used by the IRS¹
5. Disputed the process of demutualization, when a mutual life insurance company changes over to form a corporation or private company¹
6. Authored a blog about a breach of contract by the insurance company MetLife

Related Pages on Mahalo

IRS | Taxes | Accounting | MetLife | How to Choose Life Insurance

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