2024 ValAct Meeting Virtual - Session 2D: Taxation Consideration for Valuation Actuaries 9.17.24 Recording

Even though the 2018 Tax Cut and Job Act significantly simplified the tax valuation methodology, taxation can impact the valuation outcomes and financial decisions. This presentation will start with an overview of the key taxation topics relating to valuation work, and then dive into more complex topics, such as the deferred tax asset/liability handling and reinsurance implications. Learning Outcome: At the end of this session, attendees will have: 1. An understanding of taxation implications in actuarial valuation 2. A thorough understanding of the up-to-date tax developments 3. Insight into and practical guidance for navigating the complicated taxation rules and support the valuation responsibilities