Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

1 - 10 of 15 results (0.63 seconds)
Sort By:
  • Revenue Ruling 2005-6: Guidanceon QABs under IRS Sections 7702and 7702A
    On January 19, 2005, the Treasury Department and the Internal Revenue Service the “Service” responded ... guidance on the treatment of qualified additional benefits “QABs” under sections 7702 and 7702A of the ...

    View Description

    • Authors: Application Administrator, Craig R Springfield, Joseph F McKeever
    • Date: May 2005
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Taxing Times, May 2007, Volume 3, Issue No. 2
    Taxing Times, May 2007, Volume 3, Issue No. 2 Full version of Taxing Times, May 2007, Volume ... Times, May 2007, Volume 3, Issue No. 2 Full version of Taxing Times, May 2007, Volume 3, Issue No. 2. 26420 ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, Edward Robbins, Leslie Chapman, Brian King, Kory Olsen, Frederic Gelfond, Craig R Springfield, Bryan W Keene, Peter Winslow
    • Date: May 2007
    • Publication Name: Taxing Times
  • Taxing Times, May 2005, Volume 1, Issue No. 1
    Taxing Times, May 2005, Volume 1, Issue No. 1 Full version of Taxing Times, May 2005, Volume ... Times, May 2005, Volume 1, Issue No. 1 Full version of Taxing Times, May 2005, Volume 1, Issue No. 1. 26415 ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, Douglas N Hertz, Edward Robbins, Brian King, Craig R Springfield, Tom Quinn, Susan Hotine, Peter Winslow, Joseph F McKeever
    • Date: May 2005
    • Publication Name: Taxing Times
  • A Mystery Partially Unveiled: The IRS Rules on Section 7702A's Necessary Premium Test
    Partially Unveiled: The IRS Rules on Section 7702A's Necessary Premium Test The Internal Revenue Service ... commonly referred to as the Necessary Premium Test [NPT]. The purpose of the NPT is to shelter certain ...

    View Description

    • Authors: Application Administrator, Craig R Springfield
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts
    Universal LifeInsurance Contracts Over the past few years, the Internal Revenue Service has issued two ... waiving the failure of certain fixed-premium universal life insurance FPUL contracts to satisfy the guideline ...

    View Description

    • 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
  • Product Matters! March 2005, Issue No. 61
    Product Matters! March 2005, Issue No. 61 Full version of Product Matters! March 2005, Issue No. 61. 26145 ...

    View Description

    • Authors: Application Administrator, Abraham Gootzeit, Larry M Gorski, David E Neve, Michael Taht, Craig R Springfield, Feng Sun, Matthew Wininger
    • Date: Mar 2005
    • Publication Name: Product Matters!
  • Taxing Times, September 2005, Volume 1, Issue No. 2
    Taxing Times, September 2005, Volume 1, Issue No. 2 Full version of Taxing Times, September 2005, ... September 2005, Volume 1, Issue No. 2 Full version of Taxing Times, September 2005, Volume 1, Issue No ...

    View Description

    • Authors: Application Administrator, Edward Robbins, Steven C Chamberlin, Brian King, Kory Olsen, Mark E Griffin, Craig R Springfield, Donald Saxon, David H Phillips, Joseph F McKeever
    • Date: Sep 2005
    • Publication Name: Taxing Times
  • New Proposed Regulations on “AttainedAge” Under IRC Section 7702
    May 24, 2005, the Treasury Department and Internal Revenue Service published a notice of proposed rulemaking ... rulemaking the “Notice” proposing regulations under Internal Revenue Code §7702, the federal tax definition ...

    View Description

    • Authors: Application Administrator, Brian King, Craig R Springfield
    • Date: Sep 2005
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Life Beyond 100: Rev. Proc. 2010-28 Finalizes the “Age 100 Methodologies” Safe Harbor
    Proc. 2010-28 Finalizes the “Age 100 Methodologies” Safe Harbor Discusses the Age 100 safe harbor methodologies ... methodologies in the 2010 IRS revenue procedure, and then provided some considerations that insurers should ...

    View Description

    • Authors: Application Administrator, Brian King, Craig R Springfield
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies”
    IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies” A ... discussion of the proposed safe harbor with respect to calculations for contracts where the insured reaches ...

    View Description

    • Authors: Application Administrator, Brian King, Craig R Springfield, Alison R Peak
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy