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  • ACLI Update Column
    Update Column A discussion of Section 7702 and age 100 insured and the need for guidance on combined ... combined annuity and long-term care contracts Life insurance;Long-term care=LTC;Taxes=Taxation; 11607 2/1/2010 ...

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    • Authors: Walter Welsh, Mandana Parsazad
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update
    addresses the 2020 year-end spending and relief package with specific emphasis on its effect on the life insurance ... Update The Consolidated Appropriations Act, 2021 (Pub. L. 116-260, the “Act”) was enacted by the 116th ...

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    • Authors: Regina Y Rose, Mandana Parsazad
    • Date: Mar 2021
    • Competency: Strategic Insight and Integration
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • ACLI Update: Update on Noncoordinated Benefits
    Noncoordinated Benefits Discussion of recent developments in the taxation of noncoordinated benefits such as ... TIMES, we discussed a proposal in the General Explanations of the Administration’s Fiscal Year 2023 Revenue ...

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    • Authors: Sarah Lashley, Regina Y Rose, Mandana Parsazad
    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Health & Disability; Health & Disability>Accident insurance; Health & Disability>Critical illness insurance; Health & Disability>Health care quality; Health & Disability>Health insurance; Public Policy; Public Policy; Public Policy; Public Policy; Health & Disability>Affordable Care Act (ACA)
  • ACLI Update Column - Regulatory Developments
    several issues related to the IRS and taxation. These include partial exchanges of non-qualified annuity ... contracts, Long Term Care features on Annuity or Life contracts, and the applicability of the Foreign Account ...

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    • Authors: Walter Welsh, Mandana Parsazad, Pete Bautz
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update: Administration’s FY2023 Budget Summary of Tax Proposals of Interest to Life Insurers
    FY2023 Budget Summary of Tax Proposals of Interest to Life Insurers Summary of Administration's FY 2023 ... 2023 Tax Proposals of Interest to Life Insurers blockquote { margin: 10px 20px 20px 20px; } By Mandana ...

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    • Authors: Regina Y Rose, Mandana Parsazad
    • Date: May 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update - Foreign Account Tax Compliance Act (FATCA)
    Compliance Act (FATCA) A discussion around the comment letter that the ACLI submitted on the proposed ... proposed regulations to implement the Foreign Account Tax Compliance Act (FATCA). ;; Taxes=Taxation; Life insurance ...

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    • Authors: Mandana Parsazad, Pete Bautz, Walter Welsh
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Governance
  • ACLI Update
    ACLI Update A discussion of the bill that will require tax reporting of sales of interests in life insurance ... will require the buyer of an interest in a life insurance policy to report the sale to the Internal Revenue ...

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    • Authors: Mandana Parsazad, Pete Bautz, Walter Welsh
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • ACLI Update
    807 REGULATORY PROJECT In the 2019–2020 Priority Guidance Plan (“PGP”), the Inter-nal Revenue Service ... Department of the Treasury (“Treasury”) have indicated their intent to provide “[g]uid- ance under § 807 regarding ...

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    • Authors: Mandana Parsazad, Regina Y Rose
    • Date: Nov 2019
    • Competency: Strategic Insight and Integration
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update
    sound tax policy arguments as to why the current exclusion of death ben- efits from income should continue ... continue to study the issue to determine how best to address this change. Finally, the life insurance-related ...

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    • Authors: Mandana Parsazad, Pete Bautz, Regina Y Rose
    • Date: Jun 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Taxing Times
  • ACLI Update
    ACLI Update Update on industry action on legislative and tax regulatory items affecting the ... on legislative and tax regulatory items affecting the life insurance industry. taxation;Internal Revenue ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Oct 2016
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Public Policy
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