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  • T3 : TAXING TIMES Tidbits Negligence Penalty Imposed on Taxpayer Unable to Show Actual Consultation of Supporting Authorities
    Penalty Imposed on Taxpayer Unable to Show Actual Consultation of Supporting Authorities The Wells Fargo ... Fargo case highlights the importance of creating and preserving documentation establishing actuarial and legal ...

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    • Authors: Kenan Mullis
    • Date: Oct 2017
    • Competency: External Forces & Industry Knowledge>General business skills; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices
  • ACLI Update
    ACLI Update The column summarizes tax and retirement matters that ACLI and its member companies have ... include IRS 2015-2016 priority guidance items, the Department of Labor proposed fiduciary rule, proposed IRS ...

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    • Authors: Pete Bautz, Mandana Parsazad, Jim Szostek
    • Date: Oct 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>General business skills; Professional Values>Practice expertise
    • Publication Name: Taxing Times