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  • The Basics of the Tax Treatment of Long-Term Care Insurance
    The Basics of the Tax Treatment of Long-Term Care Insurance The article provides an overview of the ... treatment of long-term care insurance contracts, including a brief history of the tax treatment of long-term ...

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    • Authors: Craig R Springfield, Alison R Peak, Prasanthi Goda
    • Date: Apr 2024
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care; Long-term Care>Long-term care insurance; Public Policy; Public Policy
  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A The article discusses the impact of changes ... Section 7702 by the ConsolidatedAppropriations Act, 2021. The Consolidated Appropriations Act made changes ...

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    • Authors: Brian King, Craig R Springfield, Robert A Fishbein
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
  • The Second Edition of Life Insurance & Modified Endowments Under Internal Revenue Code Sections 7702 and 7702A
    The Second Edition of Life Insurance & Modified Endowments Under Internal Revenue Code Sections 7702 ... 7702 and 7702A Overview of upcoming second edition of book. Tax accounting;Tax accounting Taxation;Life ...

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    • Authors: John Adney, Brian King, Craig R Springfield
    • Date: Jun 2015
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • Update on Federal Tax Issues Under the 2001 CSO Mortality Tables
    Federal Tax Issues Under the 2001 CSO Mortality Tables Update on Federal Tax Issues Under the 2001 CSO Mortality ... rates=Mortality tables=Death rates ;National Association of Insurance Commissioners=NAIC;Taxes=Taxation; 10501 ...

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    • Authors: Craig R Springfield
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Product Tax Implications of the Adoption of the 2017 CSO
    Product Tax Implications of the Adoption of the 2017 CSO Provides information on Section 7702 mortality ... mortality requirements, the implications of the adoption of the 2017 CSO tables and the need for IRS guidance ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies”
    IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies” A ... discussion of the proposed safe harbor with respect to calculations for contracts where the insured reaches ...

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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
  • The Perils of Reducing Death Benefits: Private Letter Ruling 201230009
    The Perils of Reducing Death Benefits: Private Letter Ruling 201230009 A detailed discussion on Private ... Private Letter Ruling 20123009 which states that owners of life insurance contracts in some circumstances want ...

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    • Authors: John Adney, Craig R Springfield
    • Date: Feb 2013
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • They Go Bump in the Night: Life Insurance Policies and the Law of Material Change
    They Go Bump in the Night: Life Insurance Policies and the Law of Material Change The different broad ... broad purposes served by the material change concept under federal tax law are outlined. More specific material ...

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    • Authors: John Adney, Craig R Springfield
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Policyholder behavior - Life Insurance
  • The Life Insurance Product Tax Provisions of H.R. 1
    The Life Insurance Product Tax Provisions of H.R. 1 The article summarizes the provisions of H.R. 1 ... 1 that impact the tax qualification of life insurance contracts and the tax reporting of life settlements ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Leadership
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Small Talk Newsletter, June 2005, Issue No. 24
    Small Talk Newsletter, June 2005, Issue No. 24 Full version of Small Talk Newsletter, June 2005, ... Newsletter, June 2005, Issue No. 24 Full version of Small Talk Newsletter, June 2005, Issue No. 24.

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    • Authors: Michael Agan, Bradley Leonard, Terry Long, Donald Maves, W Howell Pugh, Edward Robbins, James Thompson, Narayan S Shankar, Craig R Springfield, Edward Hui
    • Date: Jun 2005
    • Publication Name: Small Talk
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