Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • IRS Issues Guidance and Seeks Comments on LTC Insurance Product Issues
    2011, the Internal Revenue Service IRS released Notice 2011-68,1 regarding the tax treatment of stand-alone ... “combination” longtermcare LTC insurance products. The Notice provides interim guidance on certain issues ...

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    • Authors: Craig R Springfield, Bryan W Keene
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Long-term Care>Long-term care insurance; Public Policy
  • TAM 201844009: When is a Permitted Practice not a “Permitted Practice”?
    TAM 201844009: When is a Permitted Practice not a “Permitted Practice”? On Nov. 2, ... 2018, the Internal Revenue Service (IRS) released Technical Advice Memorandum 201844009 (the TAM).

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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