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New PLR Addresses Tail-Design LTC-Annuity Rider
Addresses Tail-Design LTC-Annuity Rider A discussion of tail-design LTC riders for annuities and how contract ... offset by reductions to the annuity contract. LTC benefits, and how they relate to the annuity contracts, ...- Authors: Bryan W Keene, Eric Lanning
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Long-term Care>Long-term care insurance
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T3: Taxing Times Tidbits
T3: Taxing Times Tidbits Tidbits relate to contingent deferred annuities, wellness benefits ... qualified long-term care contracts, and reactivating the active financing exception for insurance companies ...- Authors: Application Administrator, Craig R Springfield, Bryan W Keene, Biruta P Kelly
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Guaranteed living benefits; Financial Reporting & Accounting>Tax accounting; Long-term Care>Long-term care insurance
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IRS Issues Guidance and Seeks Comments on LTC Insurance Product Issues
2011, the Internal Revenue Service IRS released Notice 2011-68,1 regarding the tax treatment of stand-alone ... “combination” longtermcare LTC insurance products. The Notice provides interim guidance on certain issues ...- Authors: Craig R Springfield, Bryan W Keene
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Long-term Care>Long-term care insurance; Public Policy
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TAM 201844009: When is a Permitted Practice not a “Permitted Practice”?
TAM 201844009: When is a Permitted Practice not a “Permitted Practice”? On Nov. 2, ... 2018, the Internal Revenue Service (IRS) released Technical Advice Memorandum 201844009 (the TAM).- Authors: Kristin R Norberg
- Date: Jun 2019
- Publication Name: Taxing Times
- Topics: Long-term Care>Long-term care insurance; Public Policy