Albert E. Gibbons
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AALU Washington Reports



December 2004

Life Insurance Industry Continues to Submit Materials To Assist NAIC and California in Developing Appropriate Response to Recently Posed Broker/Agent Issues - 12/23/04

General Estate and Gift Tax Developments: September 2004 - 12/23/04

Additional Analysis of Nonqualified Deferred Compensation Guidance - 12/21/04

Initial Impressions on IRS Nonqualified Deferred Compensation Guidance - 12/20/04

Initial Guidance Issued on New Nonqualified Deferred Compensation Rules - 12/20/04

Is Split Dollar a Deferred Compensation Arrangement for Purposes of New Revenue Code Section 409A? - 12/16/04

General Estate and Gift Tax Developments: August 2004 - 12/14/04

Insurance Organizations Submit Revised Request for Changes In NAIC Draft Model State Insurance Disclosure Legislation - 12/13/04

ERISA Pre-Empts Hawaii External Review Statute Dealing with Insurance - 12/13/04

"Tax Charges" Imposed on General Insurance Agents’ Nonqualified Deferred Compensation Upheld - 12/13/04

Bank Supervisory Interagency Statement On The Purchase and Risk Management of Life Insurance - 12/9/04

Trusts Holding Annuity Contracts Are "Agents for a Natural Person" Under IRC 72(U) - 12/9/04

Expected Guidance on New Nonqualified Deferred Compensation Provisions - 12/9/04

Tax Court Disallows Deduction For Contributions to Charitable Split-Dollar Life Insurance Arrangement - 12/6/04

Pennsylvania’s Governor Rendell Vetoes Nonqualified Deferred Compensation Legislation - 12/6/04

Correction to Bulletin No.04-158: 2005 Inflation-Adjusted Estate and Gift Tax Amounts - 12/3/04

AALU, NAIFA, ACLI and NAILBA Request Changes in NAIC Draft Model State Insurance Disclosure Legislation - 12/2/04

 

  
 
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