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AALU Washington Reports

May 2004

IRS Warns Taxpayers Against Using Foreign and Tax Exempt Insurance Companies to Shelter Investment Income - 5/30/03

DOL Reverses Position on Allocation of Plan Expenses in 401(k) Plans - 5/30/03

General Estate and Gift Tax Developments: March 2003 - 5/29/03

The 2003 Tax Bill Has Limited Effect on Life Insurance - 5/28/03

On Remand, Tax Court Determines That Assets Transferred to Family Partnership Are Includible in Decedent's Estate Under IRC Section 2036 - 5/23/03

House Passes Pension Reform Again - 5/20/03

IRS to Issue Section 412(i) Guidance - 5/20/03

General Estate and Gift Tax Developments: February 2003 - 5/15/03

Senate Finance Committee Proposals on Deferred Compensation - 5/13/03

Split Dollar Proposed Regulations on Economic Benefits Valuation - Additional Analysis - 5/13/03

Treasury Issues Proposed Regulations on Split-Dollar Economic Benefit Issues - 5/8/03

ERISA Pre-empts State "Bad Faith" Insurance Law Under US Supreme Courts New Test - 5/5/03

IRS Clarifies Minimum Distribution Rules for Sub-Trusts or "Separated Share" IRA's - 5/5/03

One-half of Proceeds of Louisiana Decedents Life Insurance Policy, The Premiums of Which Were Paid With Community Funds, Is Includible in Decedent's Gross Estate - 5/1/03

COLI Interest Deduction Disallowance Affirmed on Appeal - 5/1/03