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Product Tax Implications of the Adoption of the 2017 CSO
2017 CSO Provides information on Section 7702 mortality requirements, the implications of the adoption ... need for IRS guidance. taxation;life insurance;mortality;IRS 6442471316 10/1/2016 12:00:00 AM ...- 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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Product Tax Seminar and Optional Boot Camp Presentations
Product Tax Seminar and Optional Boot Camp Presentations The Society of Actuaries are once ... that investigates all aspects of life insurance, annuity and long term care product tax compliance. Developed ...- 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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IRS Ruling Confirms Exchange of COLI on Former Employees Triggers Loss of Interest Deductions
purposes of sections 72(q)(2) (I) and (u)(4) (defining an “immediate annuity”).8 Absent a similar directive ... rates guaranteed on issuance of the contract, or mortality and expense charges) are the same as the terms ...- Authors: John Adney, Bryan W Keene
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance
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The Life Insurance Product Tax Provisions of H.R. 1
and specifically by virtue of the “reasonable mortality” rule of section 7702(c)(3)(B)(i), the applicable ... effected by transferors and transferees outside the U.S. and to sellers and issuers that are foreign persons ...- 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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Life Settlements: Congress Wades Into the Fray
$7.01 billion.17 According to a 2011 report, the U.S. life settlement industry saw sales drop about 50 ... challenges facing their industry. Fears that the U.S. economy could fall into a “double-dip” recession ...- 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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Cross-Border Life Insurance: Differing Definitions in an Age of International Tax Reporting
Canadian-U.S. border.1 Since that time and until recently, much of the cur- rent Canadian2 and the U.S.3 tax ... changes in the rules applicable to leveraged insured annuity arrangements and so called 10/8 policies that ...- Authors: John Adney, Philip Friedlan
- Date: May 2014
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance