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  • How Did I Get Here -- Candace Woods

    How Did I Get Here -- Candace Woods Candace Woods, the chief actuary of Prudential, shared her career trajectory and lessons learned for work and life. 07/22/2020 05:00:00 ...

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    • Authors: Ying Zhao
    • Date: Jul 2020
    • Competency: Leadership; Professional Values
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession

  • Demystifying Leadership – A Journey Around the World

    Demystifying Leadership – A Journey Around the World What does leadership look like within the actuarial industry, what are some variables, and what practical advice can we learn? World, ...

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    • Authors: Nazlun Faleeldeen
    • Date: Jun 2020
    • Competency: Leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession

  • What Would You Do? “Too Close For Comfort?”

    What Would You Do? “Too Close For Comfort?” A compilation of reader responses is presented to a real life situation posed involving a management, leadership, or other business decision. This ...

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    • Authors: John West Hadley
    • Date: May 2020
    • Competency: Leadership
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession; Actuarial Profession>Management skills; Actuarial Profession>Traditional careers

  • What Would You Do? Responses to “Too Close For for Comfort”

    What Would You Do? Responses to “Too Close For for Comfort” A compilation of reader responses is presented to a real life situation posed involving a management, leadership, or other business ...

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    • Authors: John West Hadley
    • Date: Dec 2020
    • Competency: Leadership; Professional Values; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Traditional careers

  • Taxation of Distributions

    Taxation of Distributions The rules governing the tax treatment of distributions from life insurance or annuity contracts are complex. Worse, the relevant IRC section, section 72, seems at times ...

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    • Authors: Douglas N Hertz
    • Date: May 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance

  • Private Rulings Regarding“Cash Surrender Value”Under Section 7702

    Private Rulings Regarding“Cash Surrender Value”Under Section 7702 This article discusses two recent 2005 IRS private letter rulings that involved the meaning of “cash surrender value” as used ...

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    • Authors: Brian King, Craig R Springfield
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy

  • Calculation of Tax Expense in a Principles-Based Reserves Environment

    Calculation of Tax Expense in a Principles-Based Reserves Environment Addresses the question: “If it is accepted that reserves should be pre-tax, why should required capital be post-tax?” Taxes= ...

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    • Authors: Edward Robbins
    • Date: Feb 2008
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting

  • Tax Attorney and Tax Actuary Dialogue on IRS Notice 2008-18—AG VACARVM and Life PBR Part III

    Tax Attorney and Tax Actuary Dialogue on IRS Notice 2008-18—AG VACARVM and Life PBR Part III Dialogue between Peter Winslow, a tax attorney, and Edward Robbins and Christian DesRochers, tax ...

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    • Authors: Christian J DesRochers, Edward Robbins, Peter Winslow
    • Date: Mar 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance

  • New IRS Letter Ruling Provides Guidance on Substantially Equal Periodic Payments from Immediate Variable Annuities

    New IRS Letter Ruling Provides Guidance on Substantially Equal Periodic Payments from Immediate Variable Annuities Summarizes IRS private letter ruling PLR 200818018, released Jan. 29, 2008, ...

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    • Authors: Application Administrator, Bryan W Keene, Alison L Reynolds
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Payout annuities

  • Separate Account Dividends Received Deduction

    Separate Account Dividends Received Deduction Status update on the Separate Account Dividends Received Deduction, SADRD. Financial reporting;Taxes=Taxation; 11505 09/01/2008 05:00:00 ...

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    • Authors: Stephen Baker, Gregory Stephenson
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
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