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  • IRS Applies Strict Reading of Section 72(s)
    IRS Applies Strict Reading of Section 72(s) The article discusses an IRS private letter ruling applying ... requirements applicable to non-qualified annuity contracts under section 72(s) of the Internal Revenue Code.

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    • Authors: Mark E Griffin, Alison R Peak
    • Date: Mar 2016
    • Competency: Professional Values
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities
  • 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 ... the Correction Procedures for Life Insurance and Annuity Contracts This article provides a short history ...

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    • 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
  • IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies”
    IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies” A discussion of the proposed ... age 100. Internal Revenue Service=IRS;Mortality rates=Mortality tables=Death rates ;Taxes=Taxation; 11596 ...

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    • Authors: Application Administrator, Brian King, Craig R Springfield, Alison R Peak
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Proposed Guidance on the New Net Investment Income Tax on “Annuities”
    Proposed Guidance on the New Net Investment Income Tax on “Annuities” The article summarizes the ... by the IRS as they relate to life insurance and annuity contracts. Taxation;Annuities;Life Insurance ...

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    • Authors: Alison R Peak, John Adney
    • Date: May 2013
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • IRS Issues Ruling Applying Diversification Rules to Illiquid Funds
    a variable contract will not be treated as an annuity or life insurance contract “for any period (and ... a variable contract to lose its status as an annuity or life insurance contract, then absent correction ...

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    • Authors: Bryan W Keene, Alison R Peak
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Section 7702f2A
    being taken by the IRS. Taxation Section T I M E S VOLUME 5 | ISSUE 2 | MAY 2009 MAY 2009 TAXING ... Revenue Code of 1986, as amended (the “Code”). 3 S. PRT. No. 98-169, vol. I, at 573 (1984); H.R. REP ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
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