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AG 38, ULSG and the Spirit of XXX
AG 38, ULSG and the Spirit of XXX An extensive look at Actuarial Guideline 38, "The Application of the Valuation of Life Insurance Policies Model Regulation." Life ...- Authors: Kristin R Norberg
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
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Taxation Section Survey - Profile of the Taxation Section
Taxation Section Survey - Profile of the Taxation Section The article reviews the results of a survey conducted by the taxation section to review the responses from its members.- Authors: Jeffrey Stabach
- Date: Oct 2015
- Competency: Leadership>Thought leadership; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Actuarial Profession>Professional associations
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IRS Issues Ruling Applying Diversification Rules to Illiquid Funds
IRS Issues Ruling Applying Diversification Rules to Illiquid Funds Discussion of the March 1, 2013 Internal Revenue Service (“IRS”) release of PLR 201309011, which addresses the application of ...- Authors: Bryan W Keene, Alison R Peak
- Date: Oct 2013
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
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Taxing Times Tidbits
Taxing Times Tidbits Tax code tidbits Tax accounting;Taxation 6442463194 6/1/2015 12:00:00 AM ...- Authors: Lori Jones
- Date: Jun 2015
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting
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IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor guidance provided in Notice 2016-63 for 2017 CSO contracts satisfying the section 7702 reasonable ...- Authors: Brian King, John Adney, Craig R Springfield
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
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ACLI Update
ACLI Update An update from the ACLI staff to keep readers informed about the organization's work on tax issues affecting the life insurance industry. Standard Nonforfeiture Law;Taxation; ...- Authors: Pete Bautz
- Date: Oct 2014
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting
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Significant LB&I Examination Developments
Significant LB&I Examination Developments Article discusses recent changes in the IRS LB&I Division's examination practices and approach that may affect the work-flow of ...- Authors: Samuel A Mitchell
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge>General business skills
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting
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ACLI Update Column
ACLI Update Column ACLI's comments to Treasury and IRS on industry-related guidance. Internal Revenue Service=IRS;Taxes=Taxation 6442478975 10/1/2017 12:00:00 AM ...- Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
- Date: Oct 2017
- Publication Name: Taxing Times
- Topics: Public Policy
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From the Chair
From the Chair The Chairperson addresses the readers. Taxes;Universal Life;Life Insurance;Product Administration 6442483919 6/1/2018 12:00:00 AM ...- Authors: Housseine Essaheb
- Date: Jun 2018
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life
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Philadelphia Club Discusses Mutual Funds, Life Insurance - The Actuary - Vol. 1, No. 8, December 1967
Philadelphia Club Discusses Mutual Funds, Life Insurance - The Actuary - Vol. 1, No. 8, December 1967 Summary of an informal discussion on mutual funds and life insurance companies from the ...- Authors: Application Administrator
- Date: Dec 1967
- Publication Name: The Actuary Magazine