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  • A Conversation with Retired Company Tax Actuaries
    careers. Our conversations primarily involved valuation actuaries (rather than pricing or product actuaries) ... method (CRVM or CARVM), the mortality or morbidity table, and the interest rate. We also suggested refinements ...

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    • Authors: Mary Caramagno
    • Date: Oct 2023
    • Competency: Leadership; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Tax accounting
  • In Memoriam Edward L. Robbins, Jan. 2, 1940 – Dec. 28, 2020
    In Memoriam Edward L. Robbins, Jan. 2, 1940 – Dec. 28, 2020 A memorial for a great tax actuary ... involved well-rounded experience with products, valuation, modeling, capital efficiency and planning, and ...

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    • Authors: Kristin R Norberg
    • Date: Jul 2021
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession
  • The Life Insurance Product Tax Provisions of H.R. 1
    underwriting and issuance of contracts in the individual market through the use of simplified underwriting ... using a pre- existing mortality table for three years after a new table had met the requirements to be ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Leadership
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Thoughts from the Chair
    Thoughts from the Chair These are the updated in the Taxation Section. By Erik Pronovost TAXING ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...

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    • Authors: Erik Pronovost
    • Date: Sep 2022
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • From the Chair
    requirements undergoing change. First, the new Individual Life and Annuity Module contains a wealth of ... educational component is the new U.S. version of the Individual Life and Annuity Financial Management Exam targeted ...

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    • Authors: Tony Litterer
    • Date: Nov 2019
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession; Actuarial Profession>Professional development
  • From the Chair
    From the Chair Recognition of out-going and incoming council membership. Tax Reform 3/18/2019 ... variety of knowledge to the section, ranging from valuation to product development. We also accepted the ...

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    • Authors: Tony Litterer
    • Date: Mar 2019
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development; Public Policy
  • From the Chair: My View for the Year Ahead
    From the Chair: My View for the Year Ahead Discussion of current goals and challenges for the Taxation ... At dinner, I suggested to the new FSAs at our table that they should join the Taxation Section and ...

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    • Authors: Thomas Edwalds
    • Date: Feb 2020
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession
  • Membership & Survey Results
    are You With the Following Section Resources? Table 1 provides a glimpse of how the respondents perceive ... understanding the current tax regime. Passing on this Table 1 Satisfaction With Tax Section Offerings O ering ...

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    • Authors: Thomas Edwalds, Tony Litterer
    • Date: Jun 2019
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession
  • From the Chair
    From the Chair Finding knowledge from mentors and other experience professionals. Membership, Survey, ... value placed on the knowledge varies for each individual, and although someone may be intelligent, it ...

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    • Authors: Tony Litterer
    • Date: Jun 2019
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession