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AALU Washington Reports

August 2004

IRS Issues Model Amendments for Eligible 457(b) Governmental Plans 8/13/04

Tax Court’s Denial of Income Tax Deduction in Charitable Split-Dollar 8/11/04

Proceeds of Life Insurance Policy Transferred to LLC Within 3 Years of Death Are Includible In Gross Estate 8/11/04

Relationship to State law of IRS Ruling on Discretionary Reimbursement of Grantor’s Income Taxes 8/9/04

Income Received By Non-Resident Aliens and Residents of Puerto Rico From Life Insurance and Annuity Contracts Issued By Foreign Branch of U.S. Company Is U.S.-Source Income Subject to Withholding 8/4/04

Stock Option Plan is Not an ERISA-Covered Plan 8/2/04