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

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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 Column - Regulatory Developments
    exchanges of non-qualified annuity contracts, Long Term Care features on Annuity or Life contracts, and the applicability ... Annuities;Internal Revenue Service=IRS;Long-term care insurance=LTCI;Taxes=Taxation; 4294977743 2/1/2012 ...

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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: Senate Finance Committee Staff Education Sessions
    Disability Income Insurance • June 29 – Long Term Care Insurance • July 27 – Corporate Structure, Regulation ... guidance on combina- tion annuity/qualified long-term care contracts. We thanked Treasury for its involvement ...

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    • Authors: Mandana Parsazad
    • Date: Feb 2013
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
  • ACLI Update Column
    ACLI Update Column ACLI's comments to Treasury and IRS on industry-related guidance. ... combined annuity long-term care contracts and exchanges of annuities for long-term care insurance, and the use ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Oct 2017
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update
    eliminated. All taxes that were part of the Affordable Care Act, including the 3.8 percent net investment income ... insurance tax would be repealed as part of the Health Care Task Force Blueprint that was released in late ...

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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
  • ACLI Update – Legislative and Regulatory Developments
    ACLI Update – Legislative and Regulatory Developments Updates on partial annuitization and exhanges, ... company with whom he had the annuity contract to direct a portion of the cash value to another company ...

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    • Authors: Walter Welsh, Mandana Parsazad
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
  • ACLI Update Column
    family farms worth more than $5 million and primary and secondary homes totaling more than $2 million ... importance to the life insurance industry: • The primary intangible asset in life insurance company acquisitions ...

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    • Authors: Regina Y Rose, Mandana Parsazad
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
  • ACLI Update
    2010 Revenue Proposals to raise revenue for health care reform. Among these are four proposals that directly ... Administration and Congress work toward health care reform and possible tax reform amidst a continuing ...

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    • Authors: Bill Elwell, Mandana Parsazad
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update
    ACLI Update The American Council of Life Insurers provides an update on recent tax-related ... insurance, annuity, disability income and long‑term care insurance policies sold to individuals for non‑business ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Jun 2016
    • Publication Name: Taxing Times
  • ACLI Update
    ACLI Update Update on tax legislation and legislation-related materials relating to life ... 7 Exclusion of employer contributions for health care 863.1 Defined benefit plans 424.3 Defined contribution ...

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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