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  • The Demise of Sections 809 and 815
    The Demise of Sections 809 and 815 Congress has acted in recent years to remove outdated provisions ... provisions governing the federal income taxation of life insurance companies from the Internal Revenue Code. In ...

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    • Authors: William B Harman, Douglas N Hertz, Bryan W Keene
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • 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 ...

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    • 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
  • Life Settlements: Congress Wades Into the Fray
    Settlements: Congress Wades Into the Fray Article examines a proposed amendment to the MAP-21 Act that would have ... have changed a number of tax requirements regarding so-called life settlements. Life settlements; Internal ...

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    • Authors: John Adney, Bryan W Keene
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Health & Disability; Life Insurance; Public Policy
  • Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
    Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI? The article provides an introduction ... introduction to some of the key limitations that the Internal Revenue Code imposes on business uses of life insurance ...

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    • Authors: Bryan W Keene, Mark Smith
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Product Tax Seminar and Optional Boot Camp Presentations
    Presentations The Society of Actuaries are once again offering a seminar that investigates all aspects of life ... long term care product tax compliance. Developed by the Taxation Section, participants will be brought up-to-date ...

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    • Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures
    Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure ... procedure for correcting inadvertent failures to satisfy the diversification requirements applicable to variable ...

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    • Authors: Bryan W Keene, Joseph F McKeever
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Life Insurance; Public Policy
  • Congress Clarifies Treatment of Partial Annuitizations
    Congress Clarifies Treatment of Partial Annuitizations Clarification of the tax treatment ... Clarifies Treatment of Partial Annuitizations Clarification of the tax treatment of non-qualified deferred ...

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    • Authors: Bryan W Keene
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities
  • IRS Ruling Confirms Exchange of COLI on Former Employees Triggers Loss of Interest Deductions
    IRS Ruling Confirms Exchange of COLI on Former Employees Triggers Loss of Interest Deductions Discusses ... Since ruling now applies to all taxpayers, not just the taxpayer in a prior private letter ruling, taxpayers ...

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    • Authors: John Adney, Bryan W Keene
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • Taxing Times, May 2006, Volume 2, Issue No. 1
    Taxing Times, May 2006, Volume 2, Issue No. 1 Full version of Taxing Times, May 2006, Volume ... Times, May 2006, Volume 2, Issue No. 1 Full version of Taxing Times, May 2006, Volume 2, Issue No. 1. 26418 ...

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    • Authors: Application Administrator, Barbara Gold, William B Harman, Douglas N Hertz, Brian King, Kory Olsen, Bryan W Keene, Joseph F McKeever
    • Date: May 2006
    • Publication Name: Taxing Times
  • IRS Rules on New BOLI Arrangement
    discusses the ruling on the new BOLI arrangement and addresses three aspects of the tax treatment of the arrangement: ... arrangement: (1) the LLC’s taxation as a partnership as opposed to an investment company, (2) the deductibility ...

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    • Authors: John Adney, Bryan W Keene
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting