1
-
10
of
12
results (0.53 seconds)
Sort By:
-
ACLI Update Column
Update Column A discussion of Section 7702 and age 100 insured and the need for guidance on combined ... combined annuity and long-term care contracts Life insurance;Long-term care=LTC;Taxes=Taxation; 11607 2/1/2010 ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy
-
ACLI Update Column - Regulatory Developments
several issues related to the IRS and taxation. These include partial exchanges of non-qualified annuity ... contracts, Long Term Care features on Annuity or Life contracts, and the applicability of the Foreign Account ...- Authors: Walter Welsh, Mandana Parsazad, Pete Bautz
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy
-
The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts
The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance ... history of the correction procedures previously developed to address compliance failures and the shortcomings ...- Authors: Application Administrator, Walter Welsh, Alison R Peak
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Life Insurance; Public Policy
-
ACLI Update - Foreign Account Tax Compliance Act (FATCA)
Compliance Act (FATCA) A discussion around the comment letter that the ACLI submitted on the proposed ... proposed regulations to implement the Foreign Account Tax Compliance Act (FATCA). ;; Taxes=Taxation; 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
-
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
-
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 FATCA. Annuities;Life ...- 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
-
ACLI Update - ACLI Asks Treasury to Review Several Insurance Tax Regulations Pursuant to President Obama's Executive Order on Regulatory Reform
discussion about the request filed by the American Council of Life Insurers ACLI with the Treasury. The ACLI asked ... asked the Treasury to review and update several regulations impacting the tax treatment of life insurance ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting>Tax accounting
-
ACLI Update
ACLI Update Update on a broad range of insurance and investment tax matters upon which ACLI is working ...- 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
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
-
ACLI Update—Legislative and Regulatory Developments
ACLI Update—Legislative and Regulatory Developments A discussion of the many developments affecting ... Developments A discussion of the many developments affecting taxation of life insurance companies and ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Sep 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy