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  • Federal Income Taxes - Insured And Annuitant Perspective
    Federal Income Taxes - Insured And Annuitant Perspective Presented at October ... design, marketing and sale of individual life and annuity products. Deferred annuities;Payout annuities;Taxes=Taxation; ...

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    • Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Taxing Times, Volume 13, Issue 2, June 2017
    issue of TAXING TIMES, deal with 2017 changes to U.S. Tax Code and associated regulations. So putting ... each of the “big three” meetings—the Life and Annuity Symposium, the Valuation Actuary Symposium, and ...

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    • Authors: Society of Actuaries
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • TAM 201844009: When is a Permitted Practice not a “Permitted Practice”?
    was the case for individual life insurance or annuity contracts. As a result, the TAM raises some interesting ... specific methods, mortality or morbidity tables, and interest rates. For mortality and morbidity assumptions ...

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    • Authors: Kristin R Norberg
    • Date: Jun 2019
    • Publication Name: Taxing Times
    • Topics: Long-term Care>Long-term care insurance; Public Policy
  • The Life Insurance Product Tax Provisions of H.R. 1
    and specifically by virtue of the “reasonable mortality” rule of section 7702(c)(3)(B)(i), the applicable ... effected by transferors and transferees outside the U.S. and to sellers and issuers that are foreign persons ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Leadership
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Taxing Times Volume 12 Issue 2
    Beginning… A Column Devoted to Tax Basics Taxation of U.S. Owned Foreign Insurance Operations By Tim Branch ... Believe It? Reserves for Annuity Contracts That Flunk I.R.C. § 72(s) Can Be Deductible By ...

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    • Authors: Society of Actuaries
    • Date: Jun 2016
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy; Public Policy
  • From the Chair
    From the Chair A discussion about the taxation of life insurance companies and affiliated products ... affiliated products and the ramifications it has annuity contracts and long-term care. Principles-based ...

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    • Authors: Christian J DesRochers
    • Date: May 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update Column - Regulatory Developments
    ACLI Update Column - Regulatory Developments This article discusses several issues related ... exchanges of non-qualified annuity contracts, Long Term Care features on Annuity or Life contracts, and the ...

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    • Authors: Walter Welsh, Mandana Parsazad, Pete Bautz
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • From the Editor
    From the Editor This editorial highlights the hot topics happening in the tax industry ... hot topics happening in the tax industry today. Annuity reserves;Health savings accounts=HSA;Variable annuities; ...

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    • Authors: Brian King
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts
    which reflects current assumptions for interest, mortality and expenses. The cash value structure of this ... guideline premiums be based on the interest rate(s), mortality rate(s) and expenses specified in the contract ...

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    • Authors: Application Administrator, Brian King, Craig R Springfield
    • Date: Dec 2005
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life; Public Policy
  • Emerging Tax Issues
    Emerging Tax Issues Overview of latest developments on IRC Section 7702, IRC Section ... life plans;Internal Revenue Service=IRS;Mortality rates=Mortality tables=Death rates ;Payout annuities;Standard ...

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    • Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
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