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  • From the Chair – Taxation Section Update
    March. Guidance on tax basis reserves was the primary area covered, and attendees also learned about ... principle-based reserves, or tax issues related to health care reform. At the Valuation Actuary Symposium, our ...

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    • Authors: Steven C Chamberlin
    • Date: May 2011
    • Competency: Leadership>Professional network leverage
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development
  • Highlights from the Taxation Section’s 2012 Product Tax Seminar
    affecting life insur- ance, annuities and long-term care (LTC) insurance products. Under the sponsorship ... taxation of life in- surance, annuities and long-term care products, with sessions addressing recent guidance ...

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    • Authors: Brian King
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development
  • From the Editor to Our Readers
    From the Editor to Our Readers An open letter to the Taxation Section of the Society ... Taxation Section for entrusting this news- letter to my care, and I look forward to guiding it through the next ...

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    • Authors: Kristin R Norberg
    • Date: May 2014
    • Competency: Leadership>Thought leadership
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development
  • Applying Section 72(s) to Joint-Life GLWBs Covering Non-Spouses
    health insurance companies from the Affordable Care Act of 2010.) 9. Guidance on exchanges under I ... I.R.C. § 1035 of annuities for long-term care insurance contracts. (This was on the 2011–2012 Plan.) ...

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    • Authors: Joseph F McKeever
    • Date: May 2013
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development