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ACLI Update Column
ACLI Update Column A discussion of Section 7702 and age 100 insured and the need for guidance ... insured and the need for guidance on combined annuity and long-term care contracts Life insurance;Long-term ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy
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ACLI Update – Legislative and Regulatory Developments
ACLI Update – Legislative and Regulatory Developments Updates on partial ... annuitization and exhanges, prevailing CSO valuation mortality tables, disclosure of offshore accounts through ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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ACLI Update
in excess of the Standard Scenario Amount for annuity contracts falling within the scope of Actuarial ... in the Proposed Regulations to U.S. tax law rules when defining “annuity contract,” “life insurance contract ...- 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
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ACLI Update Column - Regulatory Developments
ACLI Update Column - Regulatory Developments This article discusses several issues related ... exchanges of non-qualified annuity contracts, Long Term Care features on Annuity or Life contracts, and the ...- 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 ... keep readers informed about the organization's work on tax issues affecting the life insurance industry ...- Authors: Pete Bautz, Mandana Parsazad, Walter Welsh
- Date: May 2014
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
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ACLI Update
conduct of insurance O n March 14, the Senate passed S. 1813, the “Highway Investment, Job Creation, and ... Casey in January of this year. Senator Casey’s bill S. 2048, “A bill to amend the Internal Revenue Code ...- 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 Asks Treasury to Review Several Insurance Tax Regulations Pursuant to President Obama's Executive Order on Regulatory Reform
ACLI Update - ACLI Asks Treasury to Review Several Insurance Tax Regulations Pursuant to ... Insurance Tax Regulations Pursuant to President Obama's Executive Order on Regulatory Reform A discussion ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting>Tax accounting
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ACLI Update - Foreign Account Tax Compliance Act (FATCA)
Chapter 4 presumptions of non-U.S. person status unless objective U.S. taxpayer indicia becomes apparent ... contract is an annuity or a life insurance contract if it is regulated as an annuity or a life insurance ...- 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
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ACLI Update—Legislative and Regulatory Developments
favorable technical advice memoranda issued in 2000 and 2002 as consistent with section 812 and which ... broker-dealers, the description that includes “U.S. companies owning or controlling these types of ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Sep 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy