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  • ACLI Update
    ACLI Update The NAIC approved the 2012 Individual Annuity Reserve table as the standard for computing ... MacIvor, Chief of the Insurance Branch in the IRS Office of Chief Counsel, notifying her that as of December ...

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    • Authors: Pete Bautz, Mandana Parsazad
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Taxing Times
    • Topics: Annuities>Payout annuities; Life Insurance>Reserves - Life Insurance
  • ACLI Update
    ACLI Update Changes to AG 43 and what that might mean for tax ... purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables) ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance