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  • Investment Risk and the Limits of Insurance
    Investment Risk and the Limits of Insurance The Tidbit summarizes LTRs 201609008 and 201613016 and discusses the definition of insurance under the tax code in light of these new pieces of ...

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    • Authors: Patrick Tricker
    • Date: Jun 2016
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Federal Income Taxes - Insurance Company Perspective
    Federal Income Taxes - Insurance Company Perspective Presented at October 1985 Annual Meeting. Discusses current topics involving insurance companies, such as: Impact on product design, ...

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    • Authors: Application Administrator, Steven W Fickes, Randall Mire, John Palmer, Akiva Zohar
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
    Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS addressing the "investor ...

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    • Authors: Bryan W Keene, John Adney
    • Date: Jun 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy