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Product Tax Seminar and Optional Boot Camp Presentations
aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation ... focused on life insurance, annuities, and long-term care combination products. The basis of the boot camp ...- 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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Product Tax Implications of the Adoption of the 2017 CSO
certain ter- ritories) representing 75 percent of direct written premium, the Valuation Manual is now scheduled ... environment (since this test does not impose any direct limitation on premiums). However, universal life ...- Authors: Brian King, John Adney, Craig R Springfield
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance
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IRS Releases New Ruling on BOLI Partnership
individual partners, each of whom is deemed to own a direct undivided interest in partnership assets and operations ... such that the partners are not deemed to have a direct interest in partnership assets or operations, ...- Authors: Bryan W Keene, John Adney
- Date: May 2013
- Competency: Professional Values
- Publication Name: Taxing Times
- Topics: Life Insurance
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Life Settlements: Congress Wades Into the Fray
Life Settlements: Congress Wades Into the Fray Article examines a proposed amendment to ... patients needed to pay for the high cost of medical care, and many had a life insurance contract as an asset ...- Authors: John Adney, Bryan W Keene
- Date: Oct 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Health & Disability; Life Insurance; Public Policy
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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 ... 12 The reportable acquisition, moreover, may be direct or indirect; the latter is described in the statute ...- 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