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ACLI Update
ACLI Update A discussion of the bill that will require tax reporting of sales of interests in life insurance ... will require the buyer of an interest in a life insurance policy to report the sale to the Internal Revenue ...- Authors: Mandana Parsazad, Pete Bautz, Walter Welsh
- Date: May 2012
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting
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ACLI Update
ACLI Update The column summarizes tax and retirement matters that ACLI and its member companies have ... include IRS 2015-2016 priority guidance items, the Department of Labor proposed fiduciary rule, proposed IRS ...- Authors: Pete Bautz, Mandana Parsazad, Jim Szostek
- Date: Oct 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>General business skills; Professional Values>Practice expertise
- Publication Name: Taxing Times
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ACLI Update Column
ACLI Update Column Update on accounting and capital/RBC issues subsequent to tax reform. ... tax reform. Accounting standards;American Academy of Actuaries=AAA;Tax accounting;Taxes=Taxation;Risk-based ...- Authors: Regina Y Rose, Mandana Parsazad, Paul S Graham, Pete Bautz
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
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ACLI Update
ACLI Update A look at the IRS initiative, the Industry Issue Resolution IIR Program, and its requested ... requested use to address the tax treatment of hedges of VA contract guarantees. The IIR Program is designed ...- Authors: Walter Welsh, Pete Bautz
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
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ACLI Update
ACLI Update Changes to AG 43 and what that might mean for tax ... purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables) ...- Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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ACLI Update
ACLI Update Update on industry action on legislative and tax regulatory items affecting the ... on legislative and tax regulatory items affecting the life insurance industry. taxation;Internal Revenue ...- Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
- Date: Oct 2016
- Competency: Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Public Policy
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ACLI Update
ACLI Update The NAIC approved the 2012 Individual Annuity Reserve table as the standard for computing ... MacIvor, Chief of the Insurance Branch in the IRS Office of Chief Counsel, notifying her that as of December ...- Authors: Pete Bautz, Mandana Parsazad
- Date: Jun 2015
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Taxing Times
- Topics: Annuities>Payout annuities; Life Insurance>Reserves - Life Insurance
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ACLI Update
ACLI Update The American Council of Life Insurers provides an update on recent tax-related ACLI activity ... activity. Topics in this issue include (1) the NAIC's Principle-Based Reserves (PBR) Review Working ...- Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
- Date: Jun 2016
- Publication Name: Taxing Times
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ACLI Update Column - Regulatory Developments
several issues related to the IRS and taxation. These include partial exchanges of non-qualified annuity ... features on Annuity or Life contracts, and the applicability of the Foreign Account Tax Compliance Act [FATCA] ...- Authors: Walter Welsh, Mandana Parsazad, Pete Bautz
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: 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 ... on tax issues affecting the life insurance industry. Standard Nonforfeiture Law;Taxation;Morbidity tables;ACLI;National ...- Authors: Pete Bautz
- Date: Oct 2014
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting