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  • ACLI Update
    ACLI Update An update from the ACLI staff to keep readers informed about the organization's work on tax issues affecting the life insurance industry. standard nonforfeiture law;taxation; ...

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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
    ACLI Update A discussion of the bill that will require tax reporting of sales of interests in life insurance policies. This bill will require the buyer of an interest in a life insurance policy ...

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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 Update on a broad range of insurance and investment tax matters upon which ACLI is working, including: deficiency reserve guidance, IRS guidance on PBR/AG 43, Camp Financial Product ...

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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 Column - Regulatory Developments
    ACLI Update Column - Regulatory Developments This article discusses several issues related to the IRS and taxation. These include partial exchanges of non-qualified annuity contracts, Long Term ...

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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 - 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 Account Tax Compliance ...

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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