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Taxation for M&A and Reinsurance, Part 2: Product Considerations
Considerations The article focuses on the policyholder tax considerations specific to various types of contracts ... reinsurance transactions, buyers need to be aware of the product tax compliance (PTC) requirements and evaluate ...- Authors: Jeffrey Stabach, Brian King, Philip Ferrari
- Date: Dec 2020
- Competency: Results-Oriented Solutions
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Product Tax Seminar and Optional Boot Camp Presentations
Presentations The Society of Actuaries are once again offering a seminar that investigates all aspects of life ... compliance. Developed by the Taxation Section, participants will be brought up-to-date on recent Internal Revenue ...- Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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Improving the Product Development Process
Improving the Product Development Process The panel at this session of the SOA 2003 Washington, DC Spring ... Spring Meeting look at the product development process with a focus on improving the success rate for new ...- Authors: Kelly A Levy, Paul Myers, Philip Ferrari
- Date: May 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance
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The Model Audit Rule – It’s Not SOX, but It Has a Punch!
The Model Audit Rule – It’s Not SOX, but It Has a Punch! A discussion of compliance with Model Audit ... and corporate governance and management’s report of internal control over financial reporting. Accounting ...- Authors: Philip Ferrari
- Date: Jun 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Financial Reporting & Accounting