Description: Full version of Taxing Times, September 2007, Volume 3, Issue No. 3.

Description: 1994 SOA Spring Meeting, San Francisco. The panel discussed current issues in participating, UL, and non-guaranteed element products. Topics of discussion included product design, regulatory issues, implementation, pricing issues, and compensation.

Description: This session from the 1983 SOA Spring Meeting discusses universal life including examining new product designs, administrative issues and regulatory and tax issues.

Description: Overview of articles in the October 2013 issue of TAXING TIMES.

Description: This 2008 supplement addresses the issues that have arisen in life insurance tax laws related to IRC 7702 and 7702A since the book was published in 2004. It also enhances and clarifies issues that were addressed in the text, adding detail and further discussion.

Description: 1992 SOA Annual Meeting, Washington, D.C. This session discussion is about technological advances. Topics discussed: 1. The exponential growth in power of the microchip. 2. The role of fiber optics in the revolution. 3. The role of the airwaves in the revolution. 4. The risks of over regulation.

Description: 1992 SOA Regional Meeting, Anaheim. The purpose of this session was to examine the current state of the art in product development in 1992. Topics discussed included: 1. The evolution of the product development process and the current state of the art in 1992 in product development. 2. Standards and professional responsibilities, organization and cultural issues, and illustrations and projections. 3. Practical issues in product development.

Description: Discusses the federal income tax aspects of reserves for term and secondary-guarantee UL, as regulated by XXX and AXXX.

Description: Full version of Small Talk Newsletter, November 2007, Issue No. 29.

Description: An interview with William J. Wilkins, Chief Counsel for the Internal Revenue Service and the Assistant General Counsel in the Department of the Treasury.