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  • Taxing Times, December 2005, Volume 1, Issue No. 1
    roles in charting new directions in statutory valuation have recognized that there is a great need for ... other for the respective skills we bring to the table. I want to especially appreciate the significant ...

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    • Authors: Christian J DesRochers, Barbara Gold, Edward Robbins, Brian King, Craig R Springfield, Amy Lewis, Kirk Van Brunt, Matthew M Haaf, Ernest C Achtien
    • Date: Dec 2005
    • Publication Name: Taxing Times
  • Experience Rating, Helvering vs. LeGierse, and COLI/BOLI Arrangements
    and single premium life insurance policy to an individual. The one instrument would not have been issued ... risk distribution exists at the level of each individual policy considered in isolation, this is not the ...

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    • Authors: Kirk Van Brunt
    • Date: Dec 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • I-COLI: The Genesis of Revenue Procedure 2007-61 and the Future of Insurer-Owned Life Insurance
    I-COLI: The Genesis of Revenue Procedure 2007-61 and the Future of Insurer-Owned Life Insurance ... cash values” was purchased on the life of an individual other than one in a permitted class, i.e., an ...

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    • Authors: Application Administrator, Michelle Antoinette Garcia, Kirk Van Brunt
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • Revenue Procedure 2008-24 and Partial Annuity Exchanges: Where Are We?
    Revenue Procedure 2008-24 and Partial Annuity Exchanges: Where Are We? Provides in-depth discussion ... or a desire to retain life insurance on this individual, and indeed, some states give such an employee ...

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    • Authors: Kirk Van Brunt
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Annuities>Individual annuities