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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 ...

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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
  • Additional IRS Rulings on Contingent Deferred Annuities
    Additional IRS Rulings on Contingent Deferred Annuities Discusses earlier IRS rulings on Contingent ... using a formula based on which the insurer may direct the Sponsor to reallocate account assets to or ...

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    • Authors: John Adney, Bryan W Keene
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities
  • IRS Notice Helps Government Money Market Funds Satisfy Diversification Rules
    IRS Notice Helps Government Money Market Funds Satisfy Diversification Rules This article ... control” was likely intended to mean no actual, direct control over the government MMF’s investment activity ...

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    • Authors: John Adney, Bryan W Keene
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • 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 ...

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    • 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
  • 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 ...

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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
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