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  • A Conversation with Retired Company Tax Actuaries
    follow-up and a lot of studying, including a master’s degree in actuarial science, I ended up being hired ... planning at Northwestern Mutual, in the Controller's department. My first SOA appearance was in the early ...

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    • Authors: Mary Caramagno
    • Date: Oct 2023
    • Competency: Leadership; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Tax accounting
  • In Memoriam Edward L. Robbins, Jan. 2, 1940 – Dec. 28, 2020
    principal at KPMG LLP, including leading the firm’s Life Actuarial Practice; executive vice president ... literally wrote the book on tax reserves, coauthoring U.S. Tax Reserves for Life Insurers (SOA, 2006) and its ...

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    • Authors: Kristin R Norberg
    • Date: Jul 2021
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession
  • 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 ...

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    • 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
  • From the Chair
    From the Chair A re-cap of the Taxation Section's activities throughout 2019. 11/13/2019 12:00:00 AM ...

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    • Authors: Tony Litterer
    • Date: Nov 2019
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession; Actuarial Profession>Professional development
  • Membership & Survey Results
    are You With the Following Section Resources? Table 1 provides a glimpse of how the respondents perceive ... understanding the current tax regime. Passing on this Table 1 Satisfaction With Tax Section Offerings O ering ...

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    • Authors: Thomas Edwalds, Tony Litterer
    • Date: Jun 2019
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession
  • Remembering Art Schneider
    August. Art's career in insurance tax spanned several decades, including 24 years with KPMG's Chicago and ... peer review, and as editors we looked forward to Art's feedback. If something didn't measure up, he would ...

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    • Date: Oct 2023
    • Competency: Leadership; Relationship Management
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Tax accounting
  • From the Chair: My View for the Year Ahead
    From the Chair: My View for the Year Ahead Discussion of current goals and challenges for the Taxation ... At dinner, I suggested to the new FSAs at our table that they should join the Taxation Section and ...

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    • Authors: Thomas Edwalds
    • Date: Feb 2020
    • Competency: Leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession