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  • Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
    components of a life insurance policy, as shown in Table 1. Section 72(e) Category Description Possible ... insurance company A check mailed to the policy owner Table 1 12 OCTOBER 2017 TAXING TIMES Tracking the ...

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    • Authors: Scott Koehler
    • Date: Oct 2017
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
  • Recent Developments in Statutory Deferred Tax Accounting Guidance for Life Insurers
    Recent Developments in Statutory Deferred Tax Accounting Guidance for Life Insurers A discussion ... refers to as a “valuation allow- ance.” The statutory accounting rules also provide a valuation allowance ...

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    • Authors: Edward Robbins, Craig Pichette
    • Date: Oct 2012
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times