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ACLI Update – Legislative and Regulatory Developments
ACLI Update – Legislative and Regulatory Developments Updates on ... partial annuitization and exhanges, prevailing CSO valuation mortality tables, disclosure of offshore accounts ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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ACLI Update
coordination is found in the 2001 CSO mortality table guidance plan project, which is described in detail ... which table to use for section 807(d)(2) purposes when there is more than one ap- plicable table in the ...- Authors: Pete Bautz, Mandana Parsazad, Walter Welsh
- Date: May 2014
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
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ACLI Update - Foreign Account Tax Compliance Act (FATCA)
account holder of this type of account is not an individual but rather an insurance company or a reinsurance ... Actuarial Task Force vote to expose the NAIC Valuation Manual on June 19, 2012, represented an important ...- Authors: Mandana Parsazad, Pete Bautz, Walter Welsh
- Date: Oct 2012
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Enterprise Risk Management>Governance
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ACLI Update Column
ACLI Update Column A discussion of Section 7702 and age 100 insured and the need for guidance on ... the rules of section 7702 and a new mortality table is an area where actuaries and tax professionals ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy
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ACLI Update—Legislative and Regulatory Developments
ACLI Update—Legislative and Regulatory Developments A discussion of the many developments affecting ... review and analyze ACLI suggestions for the valuation manual for any potential tax issues. As the NAIC ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Sep 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy
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ACLI Update
ACLI Update Update on a broad range of insurance and investment tax matters upon which ACLI is working, ... no later than upon the death of the insured individual(s). This expansion from the definition in the ...- Authors: Pete Bautz, Walter Welsh, Mandana Parsazad
- Date: May 2013
- Competency: Communication>Written communication
- Publication Name: Taxing Times
- Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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ACLI Update Column - Regulatory Developments
ACLI Update Column - Regulatory Developments This article discusses several issues related ... accounts with respect to holders of pre-existing individual accounts, including private placement life insurance ...- Authors: Walter Welsh, Mandana Parsazad, Pete Bautz
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy