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  • A Tax Like No Other: The Health Insurer Fee
    A Tax Like No Other: The Health Insurer Fee The PPACA imposed a market share-based health ... considerations regarding fee administration. Health care reform;Health insurance;Health risks;Internal Revenue ...

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    • Authors: Mersini Keller
    • Date: Oct 2015
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Health & Disability>Health insurance; Health & Disability>Health risks; Public Policy
  • 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 ...

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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
  • 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 ...

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    • Authors: Patrick Tricker
    • Date: Jun 2016
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Public Policy