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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 ...

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    • 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
  • 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 ...

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    • 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
  • 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;National ...

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    • Authors: Pete Bautz, Mandana Parsazad, Walter Welsh
    • Date: May 2014
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
  • 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] ...

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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
  • ACLI Update
    ACLI Update Update on a broad range of insurance and investment tax matters upon which ACLI is working ...

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    • Authors: Pete Bautz, Walter Welsh, Mandana Parsazad
    • Date: May 2013
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
  • ACLI Update - Foreign Account Tax Compliance Act (FATCA)
    ACLI Update - Foreign Account Tax Compliance Act (FATCA) A discussion ... around the comment letter that the ACLI submitted on the proposed regulations to implement the Foreign ...

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    • Authors: Mandana Parsazad, Pete Bautz, Walter Welsh
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Governance