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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
the contract owner may be indirect as well as direct. For example, the ability to allocate policy values ... the Portfolio and the inability of an owner to direct investment in a particular asset or to recommend ...- 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
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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 ... may have influ- enced the IRS’ conclusions. The primary issue in the determination letters was whether ...- Authors: Patrick Tricker
- Date: Jun 2016
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Public Policy
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Federal Income Taxes - Insurance Company Perspective
Federal Income Taxes - Insurance Company Perspective Presented at October 1985 Annual Meeting. ... drafting of proposed regulations at the ACLI, the primary issue raised under Section 806(a) related to a ...- 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