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  • Proposed Regulations on “Toll Tax” Under Amended Section 965

    Proposed Regulations on “Toll Tax” Under Amended Section 965 Provides a few highlights of the rules set forth in the Proposed 965 Regulations and the impact such rules have on the determination ...

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    • Authors: Surjya Mitra
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • Session 18 - Company Tax: Domestic and International Implications of Tax Reform

    Session 18 - Company Tax: Domestic and International Implications of Tax Reform This session will provide an update on international implications of current tax developments affecting the life ...

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    • Authors: Jean Baxley, Surjya Mitra,
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
  • Overview of the Tax Cuts and Jobs Act: Major Changes

    Overview of the Tax Cuts and Jobs Act: Major Changes The article provides a summary of the 2017 Tax CUts and Jobs Act provisions that are most important to life insurance companies. Tax ...

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    • Authors: Surjya Mitra, Mark Smith, James Kress
    • Date: Jun 2018
    • Competency: Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting