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  • Subchapter L: Can You Believe It

    Subchapter L: Can You Believe It The Internal Revenue Code Requires Companies to Use Statutory Reserve Assumptions for Tax Reserves (Except Where It Doesn’t) taxation;Tax Accounting;Taxes ...

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    • Authors: Peter Winslow
    • Date: Oct 2016
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • Treasury Issues Proposed Rules for Determining Active Income of Certain Foreign Insurance Companies

    Treasury Issues Proposed Rules for Determining Active Income of Certain Foreign Insurance Companies This article briefly summarizes the history of the Passive Foreign Investment Company (PFIC) ...

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    • Authors: Jay Riback, Jean Baxley
    • Date: Feb 2020
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Finance & Investments; Finance & Investments>Investments; Financial Reporting & Accounting; Financial Reporting & Accounting>Tax accounting
  • From the Editor – A Great Start to 2009

    From the Editor – A Great Start to 2009 This article discusses how new and current industry tax topcs can educate the Taxation Section membership. Taxes=Taxation;Variable annuities; 11559 2/1/ ...

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    • Authors: Brian King
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting
  • T3 – Taxing Times Tidbits

    T3 – Taxing Times Tidbits A discussion of: the value of a life insurance contract distributed from a qualified pension plan, IRS industry director directive on the DRD for life insurance separate ...

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    • Authors: Christian J DesRochers, Susan Hotine, Peter Winslow
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • IRS Updates Post-Age-100 Guidance

    IRS Updates Post-Age-100 Guidance The articles describes Revenue Procedure 2018-20, providing historical background as well as discussing the content of the new procedure. tax accounting;Product ...

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    • Authors: John Adney
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Product development - Life Insurance
  • Section 807(f)-Tax Impact of Statutory Reserve Change

    Section 807(f)-Tax Impact of Statutory Reserve Change Interplay of §807(f) and the stat cap in §807(d) as there continues to be uncertainty as to whether a change to the stat reserve could ...

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    • Authors: Sheryl Flum, Elizabeth Petrie, Frederick Campbell-Mohn
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • Taxing Times, Volume 13, Issue 3, October 2017

    Taxing Times, Volume 13, Issue 3, October 2017 Read the October 2017 issue of Taxing Times published by the Taxation Section. Newsletters provide practical information for the working actuary, ...

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    • Authors: Society of Actuaries
    • Date: Oct 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • The Impact of IRS Schedule M-3 onInsurance Companies

    The Impact of IRS Schedule M-3 onInsurance Companies Year 2004 marked the first tax-filing year that certain corporate taxpayers were required to file the newly created IRS Schedule M-3–designed ...

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    • Authors: Amy Lewis, Ernest C Achtien
    • Date: Dec 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • Highlights of the Recent Guidance on Insurance Company Acquisitions

    Highlights of the Recent Guidance on Insurance Company Acquisitions This is an article about final tax regulations issued in April which provide helpful guidance on the acquisition of insurance ...

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    • Authors: Lori J Jones
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Selected Insurance and International Tax Considerations for Investors in Life Settlement Businesses

    Selected Insurance and International Tax Considerations for Investors in Life Settlement Businesses This article is a discussion about the life settlement industry and the tax considerations for ...

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    • Authors: Frederic Gelfond
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance