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Private Rulings Regarding“Cash Surrender Value”Under Section 7702
Private Rulings Regarding“Cash Surrender Value”Under Section 7702 This article discusses two recent ... letter rulings that involved the meaning of “cash surrender value” as used under code section 7702, which ...- Authors: Brian King, Craig R Springfield
- Date: Sep 2006
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
– Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor guidance provided in Notice ... Notice 2016-63 for 2017 CSO contracts satisfying the section 7702 reasonable mortality requirements PBR;Taxes;Life ...- Authors: Brian King, John Adney, Craig R Springfield
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
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Taxing Times Tidbits
discuss of notice and consent requirements for employer-owned life insurance policies and the IRS rules ... combination product. ;; Taxes=Taxation; Long-term care=LTC; Internal Revenue Service=IRS 4294992959 10/26/2012 ...- Authors: Frederic Gelfond, Brian King
- Date: Oct 2012
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Long-term Care
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At Last — A Permanent MEC Correction Procedure
Y 2 0 0 2 6 Introduction O n August 6, 2001, the InternalRevenue Service issuedRevenue Procedure 2001-42 ... inadvertent modified endowment contracts, or MECs. The insurance indus- try had been without an MEC correction ...- Authors: David Miller, Brian King
- Date: Jan 2002
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Life Insurance>Non-forfeiture benefits