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PLR 200906001 – A Conservative Taxpayer or a Very Subtle Message from the IRS?
addresses a Wellness Rider that an affiliated group of life insurance companies proposed to offer only on ... newly issued life insurance contracts. Internal Revenue Service=IRS;Mortality rates=Mortality tables=Death ...- Authors: Daniela Stoia, Joseph F McKeever
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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New Closing Agreement Procedure for Failed Life Insurance Contracts—Rev. Proc. 2008-40
New Closing Agreement Procedure for Failed Life Insurance Contracts—Rev. Proc. 2008-40 This article ... discussion about prior correction procedures for failed life insurance contracts and the new IRS procedure for ...- Authors: Craig R Springfield, Daniela Stoia
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance
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Product Tax Seminar and Optional Boot Camp Presentations
offering a seminar that investigates all aspects of life insurance, annuity and long term care product tax ... The boot camp will include sessions focused on life insurance, annuities, and long-term care combination ...- Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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T3: Taxing Times Tidbits
involving critical illness riders to cash value life insurance contracts, and PLR 200627014 (March 6 ... to a term life insurance contract. PLR 200919011—LTC-Annuity Rider In PLR 200919011, a life insurance ...- Authors: Mark E Griffin, Craig R Springfield, Daniela Stoia, Biruta P Kelly
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Life Insurance; Public Policy; Reinsurance
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Rev. Proc. 2008-39—Correction of Inadvertent MECs: Is the Third Time the Charm?
Rev. Proc. 2008-39—Correction of Inadvertent MECs: Is the Third Time the Charm? This ... section 7702A and the consequences of MEC status for a life insurance contract and continues with a description ...- Authors: Craig R Springfield, Daniela Stoia
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance
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Rev. Proc. 2008-38—“Alternative C” QAB Closing Agreements
definition of a “life insurance contract” for purposes of the Code. In order to be con- sidered a life insurance ... contract under section 7702(a), a contract that is a life insurance contract under applicable law (e.g., ...- Authors: Craig R Springfield, Daniela Stoia
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance