1 - 9 of 9 results (0.67 seconds)
Sort By:
  • Taxing Times, May 2007, Volume 3, Issue No. 2
    Taxing Times, May 2007, Volume 3, Issue No. 2 Full version of Taxing Times, May 2007, Volume ... Times, May 2007, Volume 3, Issue No. 2 Full version of Taxing Times, May 2007, Volume 3, Issue No. 2. 26420 ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, Edward Robbins, Leslie Chapman, Brian King, Kory Olsen, Frederic Gelfond, Craig R Springfield, Bryan W Keene, Peter Winslow
    • Date: May 2007
    • Publication Name: Taxing Times
  • Taxing Times, May 2006, Volume 2, Issue No. 1
    Taxing Times, May 2006, Volume 2, Issue No. 1 Full version of Taxing Times, May 2006, Volume ... Times, May 2006, Volume 2, Issue No. 1 Full version of Taxing Times, May 2006, Volume 2, Issue No. 1. 26418 ...

    View Description

    • Authors: Application Administrator, Barbara Gold, William B Harman, Douglas N Hertz, Brian King, Kory Olsen, Bryan W Keene, Joseph F McKeever
    • Date: May 2006
    • Publication Name: Taxing Times
  • T3: Taxing Times Tidbits
    benefits in qualified long-term care contracts, and reactivating the active financing exception for insurance ... insurance companies. Annuities;Long-term care insurance=LTCI;Taxes=Taxation; 19961 5/1/2011 12:00:00 ...

    View Description

    • Authors: Application Administrator, Craig R Springfield, Bryan W Keene, Biruta P Kelly
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Guaranteed living benefits; Financial Reporting & Accounting>Tax accounting; Long-term Care>Long-term care insurance
  • Guidance Released on COLI Best Practice Rules
    overview of the rules for corporate owned life insurance in section 101j and then summarizes the guidance ... guidance contained in the IRS notice. Death benefits;Internal Revenue Service=IRS;Life insurance;Premiums;Taxes=Taxation; ...

    View Description

    • Authors: Application Administrator, Bryan W Keene, Joel Winston Mann
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • T3: TAXING TIMES Tidbits
    deductability of surrender losses of life insurance contracts 2. the IRS questioning of the immediate drop ... variable product valuations 3. the analysis of risk distribution in the context of reinsurance and 4. Life Company ...

    View Description

    • Authors: Application Administrator, Charles J Auer, Craig Pichette, Bryan W Keene, Peter Winslow, Janel C Frank, Gregory K Oyler, Michael Edward Bauer
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • NAIC Proposal for Mortality under Pre-Need Life Insurance
    Mortality under Pre-Need Life Insurance Draft Pre-Need Model proposed by National Association of Insurance ... Commissioners, NAIC, is analyzed from tax standpoint of both insurers, through sec. 807, and policyholders ...

    View Description

    • Authors: Application Administrator, Craig R Springfield, Bryan W Keene, Alison L Reynolds
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • New IRS Letter Ruling Provides Guidance on Substantially Equal Periodic Payments from Immediate Variable Annuities
    New IRS Letter Ruling Provides Guidance on Substantially Equal Periodic Payments from Immediate ... released Jan. 29, 2008, related to treatment of certain payments under Immediate VAs as SEPPs, and discusses ...

    View Description

    • Authors: Application Administrator, Bryan W Keene, Alison L Reynolds
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Payout annuities
  • Partial Exchange Guidance Keeps Improving
    with an overview of how the tax treatment of partial exchanges has evolved over the last decade or so ... so, including the concerns that led the Service to resist giving taxpayers carte blanche on such transactions ...

    View Description

    • Authors: Application Administrator, Bryan W Keene
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Public Policy
  • Taxing Times, February 2007, Volume 3, Issue No. 1
    Taxing Times, February 2007, Volume 3, Issue No. 1 Full version of Taxing Times, February 2007, ... February 2007, Volume 3, Issue No. 1 Full version of Taxing Times, February 2007, Volume 3, Issue No.

    View Description

    • Authors: Application Administrator, Edward Robbins, Leslie Chapman, Brian King, Frederic Gelfond, Bryan W Keene, Peter Winslow
    • Date: Feb 2007
    • Publication Name: Taxing Times